Family Office

New tax laws, a shifting regulatory landscape, innovative investment and philanthropic strategies, and technology transformation are just a few of the sweeping developments creating uncertainty—and opportunity—for today’s family offices and the high net worth families they serve.

Loeb & Loeb offers the full range of legal services to meet the evolving needs of family offices. We know that each family office has its own vision, priorities, sensitivities and personalities—reflecting the rich history and the unique individuals making up each family. Our team takes the time to understand the culture and the nuances of each family office, develop a deep working relationship, and provide customized solutions to attain the client’s specific business, personal and philanthropic goals. Working closely with each family office, we support these goals as a family’s needs grow and change, and we help navigate significant life events and transitions, acquire or dispose of assets, and welcome the next generation to the family’s business or philanthropic efforts. 

Drawing on the experience of lawyers throughout the firm—including nationally recognized leaders in trusts and estates, tax, corporate, and nonprofit law—our multidisciplinary team works to serve family offices of all types, single- and multigenerational, formally and informally organized. We partner with their in-house professionals and outside advisers—for accounting, insurance, investment, business, legal and tax, among others—to assist our family office clients and their family member clients in legal matters involving both business and personal concerns.

Our core services include:

• Tax-efficient formation, structuring and administration of family offices
• Trust, estate and tax planning as well as controversy, including trust formation and fiduciary advice, wealth protection, and international/cross-border issues
• Philanthropy, including the creation of tax-exempt entities (e.g., Section 501(c)(3) private foundations, Section 501(c)(4) organizations) and donor-advised funds, and giving advice regarding tax compliance and governance; planned giving; investment strategies (e.g., impact investing); the deployment of charitable assets; board succession planning; and public charity board service
• Investments and acquisitions, including private equity and venture capital, direct-control and minority investments, and co-investments
• Acquisition and disposition of high-value personal assets, including art, aircraft and watercraft
• Private trust company formation and planning, administration, and compliance
• Employment, executive compensation and benefits
• Business succession planning
• Commercial and residential real estate investment and management
• Dispute resolution, including complex commercial litigation and trust and estate litigation
• Regulatory compliance, including Investment Advisers Act registration/exemption
• Intellectual property protection
• Insurance strategies