Family Office

    High-net-worth individuals and families are increasingly creating family offices to consolidate the management and administration of their personal, business, tax and charitable concerns. Understanding the benefits of these structures, we partner with clients to service their existing family offices, creating solutions that are adaptable to meet their changing needs and goals.

    By combining experience from private client services, tax, corporate, private equity, real estate and employment, our family office team has successfully structured and advised many of the most significant family offices in the United States.

    We advise our clients on complex legal issues, providing comprehensive service to support their business goals. Our team often serves as a family office’s outside general counsel and our 24/7 devotion to our clients in this space is unparalleled. While our work with family offices is deeply rooted in supporting their tax and estate planning needs, as family offices have become an increasingly popular source of capital, we draw upon our firm’s excellence in corporate and funds work, to counsel on mergers and acquisitions, venture capital and private equity investments and other financing transactions. Our team advises clients on day-to-day operations keeping our clients apprised of developments and issues.

    Areas of Focus

    • Alternative Dispute Resolution
    • Employment Issues Including Harassment and Work Misclassification
    • Family-Owned Business Succession Planning
    • Fiduciary and Trust Accounting Issues
    • Income Tax Planning and Compliance
    • Litigation
    • Estate Planning
    • Pre-Nuptial Agreements and Post-Nuptial Agreements
    • Private Equity and Hedge Funds
    • Privacy and Data Protection
    • Private Foundation Creation and Administration
    • Real Estate Investment and Management
    • Regulatory and Compliance
    • SEC Family Office Exemption
    • Securities and Investment Related Services
    • Trust and Estate Administration
    • Structuring Customized Pooled Investment Vehicles
    • Structuring Management Fee Deductions Under the Lender case
    • Opportunity Zones and Qualified Opportunity Funds

    Transfer of ownership and control between generations is a concern that many family offices that manage a controlled business face. We leverage our deep breadth of experience in this area, combining both succession and estate planning issues into a complete solution that addresses the successful transition of business assets to the next generation, including the impact of income, gift, estate and generation-skipping taxes to help create a level of liquidity that meets the family’s needs.

    In The Spotlight
    After the Lender Case — Securities Law Restrictions That Apply to Family Offices Managing Other People’s Money
    November 6, 2018
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    Lawyers In This Group


    NAME TITLE OFFICE
    Micah W. Bloomfield Senior Counsel New York

    Micah W. Bloomfield
    Senior Counsel
    New York
    Michael S. Emanuel Partner New York

    Michael S. Emanuel
    Partner
    New York
    Mayer Greenberg Partner New York

    Mayer Greenberg
    Partner
    New York
    Michelle M. Jewett Partner New York

    Michelle M. Jewett
    Partner
    New York
    K. Thomas Ko Partner New York

    K. Thomas Ko
    Partner
    New York
    Bradley Kulman Partner New York

    Bradley Kulman
    Partner
    New York
    Howard S. Lavin Partner New York

    Howard S. Lavin
    Partner
    New York
    Mark A. Levy Senior Counsel New York

    Mark A. Levy
    Senior Counsel
    New York
    Kevin Matz Partner New York

    Kevin Matz
    Partner
    New York
    Anita S. Rosenbloom Partner New York

    Anita S. Rosenbloom
    Partner
    New York
    Jeffrey D. Uffner Partner New York

    Jeffrey D. Uffner
    Partner
    New York