Family Office Planning

A family office has the same multi-disciplinary and sophisticated legal needs of many private companies, from coordinating real estate, compliance and tax demands to resolving disputes and keeping day-to-day operations moving smoothly. Our attorneys understand what is involved in working across all disciplines, with the added complexity and responsibility of managing it within a unique family dynamic.

An Integrated Team of Advisors

HMB and our Private Client, Trusts & Estates Team is uniquely positioned to be a first-call advisor for all business and personal needs, from questions about day-to-day operations, to planning future investments. We are integrated with HMB’s Business & Finance, State & Local Tax, Real Estate, Technology and Bankruptcy, Restructuring and Creditors’ Rights practices to ensure your matters can draw on additional subject matter perspective at a moment’s notice.

For high-net-worth families, family offices allow for efficient and consolidated management and administration of personal, business, tax and charitable concerns. As trusted, multifaceted advisors to family office clients, we help you navigate these complex business and legal issues while identifying potential roadblocks and creating solutions to help you and your family achieve your objectives.

Our attorneys understand the unique issues faced by family offices including respect for all family members, balancing conflicting opinions, unique tax and business issues and delicate, sometimes competing interests. We excel at discretion, privacy and objective guidance, providing you personal consultation not only about your day-to-day concerns, but also on issues related to sheltering of assets, planning for tax and interacting with prominent public officials.

Areas of Focus:

• Philanthropy and Social Impact Investing
• Multi-generational trust and entity coordination
• Tax sensitivity
• Creditor Preparation