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Our family office team draws on Stroock’s wide range of related practice areas to offer bespoke, comprehensive and adaptable guidance to clients setting up a family office entity to consolidate their personal, business, tax, generational and charitable goals.

Family offices of all types and structures are rapidly growing in popularity, and our team has successfully structured and advised many of the country’s most significant family offices, and we offer these clients round-the-clock access to our lawyers.

Essentially, we serve as a family office’s outside general counsel — a role that’s buoyed by our wealth of experience in areas like tax and estate planning, compliance, regulatory and investment advisory.

We also bring to bear our firm’s depth of experience in corporate and funds work to offer counsel on mergers and acquisitions, venture capital, private equity investments, private funds and accounts and other types of financing and managerial transactions.

For many family offices, transfer of ownership and control between generations is a critical concern, and we leverage our breadth of knowledge in this area to create complete solutions for the successful transition of business assets.

Our work in these matters addresses the impact of income, gift and generation-skipping taxes to create a level of liquidity that meets a family’s needs.

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