Planning the Modern Family Office

We represent single‑family and multi‑family offices, ultra‑high‑net‑worth individuals, and related trusts and planning vehicles with respect to a wide range of family office planning needs, including investment platform design, management entity formation, and allocation mechanics. Our experience includes advising families with direct, private, and alternative investments, particularly those transitioning from informal or legacy models to more institutionalized platforms, on “Lender model” planning intended to position family offices as operating investment management businesses.