Family Office

Our attorneys have extensive experience across a number of practice areas relevant to serving the complex needs of families and their businesses, as well as the family offices which serve client families in the management of both their businesses and their personal wealth.  

Trust & Estates

Our firm’s extensive expertise in trusts and estates matters is the foundation of our ability to serve families and their businesses.  Specifically, our attorneys work daily on design and implementation of complex estate and business plans for our clients and their families.  In fact, our attorneys have been nationally recognized with a U.S. News & World Report and Best Lawyers (a Woodward/White company) “Best Law Firms” ranking for our Trusts and Estates practice in 2018.

Our expertise in this area includes planning for business owners through analysis of business succession issues and estate tax minimization strategies.  We have experience in the preparation of wills and trusts, family partnerships, limited liability companies, grantor retained interest trusts, qualified personal residence trusts, sales to intentionally defective trusts, charitable trusts, life insurance trusts, prenuptial agreements, disclaimers, qualified terminable interest trusts, qualified domestic trusts, private annuities and other planning devices.

Whether planning for large or small estates, each is unique and important to the firm. Our estate planning attorneys take a custom approach to analyzing the nature of a client’s assets in order to formulate a personalized estate plan that addresses the client’s specific family and business circumstances.  Estate planning clients and their families are guided through the estate planning process with careful consideration of the impact of estate, gift and generation skipping taxes on the financial security of surviving family members.

Planning the accumulation, management and transfer of wealth in the most tax-efficient manner involves development and implementation of strategies across a broad spectrum. Our attorneys provide a full range of estate planning and probate services as well as fiduciary litigation. We draft wills, trusts and restructure family businesses for management continuity and tax savings in future generations, as well as help individual and corporate executors and trustees administer decedents’ estates and trusts cost-efficiently.

Trust & Estate Litigation

Our litigation section includes established trial lawyers who have represented clients in jury trials, bench trials, injunction proceedings, alternative dispute resolution and appellate matters.  We also have a growing team of litigators dedicated to assisting trustees, executors and beneficiaries resolve estate and trust disputes, many of which involve complex and sophisticated legal, tax and litigation issues.

Family Law

Our family law attorneys routinely negotiate, prepare and enforce premarital agreements for clients who are concerned about the division of their assets at the death of the first spouse or in the event of divorce.  

Our attorneys also have extensive experience in negotiating child support payments in high-income cases even when it means exploring alternative ways of reaching a settlement such as mediation, arbitration and collaborative law. 

Further, when it comes to the division of an estate, our asset valuation and division lawyers have handled divorce cases with assets ranging from very modest holdings to hundreds of millions of dollars. 

Taxation

Our tax attorneys, several of whom are also certified public accountants, work closely with family members, family businesses, family offices and their accountants to reduce taxes associated with business activities and significant transactions, and in the areas of tax review, compliance, reporting and controversy. We keep abreast of the ever-changing and complex tax environment in order to alert clients to new planning opportunities and compliance requirements, and to provide legal advice that is timely to clients’ business affairs. 

In addition to assisting with tax transactions, our attorneys have experience representing clients in tax examinations/audits, protests to the IRS Office of Appeals, and in equivalent state and local appeals functions. We are also highly skilled and experienced in litigation before the U.S. Tax Court, the U.S. Court of Federal Claims, U.S. District Courts, as well as state and local tax authorities and courts.

Corporate & Securities

Our corporate law attorneys assist clients with choosing the proper business organization for their needs based on their preferred governance arrangements, ownership interests, funding strategies and tax treatment. We also assist clients with formations of corporations, limited liability companies, partnerships, business trusts and other common law associations in jurisdictions both within and outside of the United States.

We have experience representing closely held family business organizations of all sizes in structuring, negotiating and closing all forms of financings that range from seed and first round venture financings to later stage investments.  We also have extensive experience advising family businesses on mergers and acquisitions, divestitures, securities law compliance, recapitalizations, going private transactions and strategic alliances.  

Banking & Finance

Our finance attorneys help family members, family businesses and family offices provide and obtain financing through commercial credit facilities, private lending, leasing transactions and other related transactions.  We also have experience in representing trustees and other fiduciaries with both extending credit and borrowing on behalf of trusts and estates.

Industry Knowledge

REAL ESTATE

Our real estate attorneys represent family members and family offices with respect to the acquisition, development, leasing and disposition of commercial and residential real estate across the country.

ENERGY/OIL & GAS

Our oil and gas attorneys regularly provide legal services, both domestic and international, to families and family businesses in the areas of joint operating agreements, farmouts, leasing, joint ventures, areas of mutual interest, private equity transactions, surface agreements, facilities agreements, pooling, unitization, drilling and master services agreements, gathering and processing agreements, crude oil and natural gas sales agreements, and associated regulatory matters.  We also have litigation attorneys with vast experience in a wide variety of energy disputes and in trying energy-related cases around the country in state and federal courts and before arbitration panels, tribunals, regulatory agencies and administrative judges. Our lawyers have a proven record of achieving favorable outcomes from small disputes up to significant national class actions and other large, multi-party disputes.  Thus, we are truly positioned to serve families and family businesses with a broad spectrum  of energy and oil and gas legal needs.

CONSTRUCTION

Our construction law attorneys bring their knowledge of the construction industry to the table when representing families in construction-related matters including the difficult and diverse issues that arise from conception through completion of even the most complex construction projects and business operations. 

Industry Contact