Tailored Legal Services
We offer a range of legal services designed for family offices, family limited partnerships (FLPs), and closely held family businesses. Our firm understands the unique challenges these entities face, including wealth management, business succession planning, tax optimization, and governance structures.
Family Offices and FLPs
We assist families in establishing family offices that streamline financial management and philanthropic efforts. For FLPs, we provide guidance on formation and administration, ensuring asset protection, and facilitating intergenerational wealth transfer.
Support for Closely Held Businesses
For closely held family businesses, we offer comprehensive transactional support, including mergers, acquisitions, and financing. Our strategic guidance also includes governance, conflict resolution, and succession planning, including the establishment of family limited partnerships, to facilitate smooth transitions while preserving family values. With our expertise, families can confidently navigate the legal landscape and build enduring legacies.
Services We Offer
Preparing and filing the necessary formation documents while drafting governance documents to establish your family office effectively.
Implementing strategies to reduce tax liabilities, including income, gift, and estate taxes, while ensuring adherence to applicable regulations.
Assisting families in creating and managing charitable giving strategies, which may include setting up foundations and donor-advised funds.
Establishing governance frameworks that enhance decision-making, communication, and conflict resolution among family members.
Developing strategies for leadership and ownership transitions in family businesses, focusing on continuity and the preservation of family values.
Ensuring compliance with legal standards and regulatory obligations, including financial reporting and fiduciary responsibilities.
Facilitating the creation of family limited partnerships, which includes drafting partnership agreements and submitting necessary filings.
Advising on structuring FLPs to shield family assets from creditors and legal actions.
Crafting tax-efficient methods for gifting and transferring interests in the FLP to minimize tax consequences.
Ensuring that the family limited partnership meets all relevant laws and regulations, including partnership tax requirements.
Offering advice on governance structures, management roles, and decision-making processes within the FLP.
Assisting in mediating disputes among family members regarding the management or distribution of FLP assets.
Advising on the best legal structure for your business (such as LLC or corporation) and assisting with the formation paperwork.
Developing policies and procedures to guide decision-making and operations in family-owned businesses.
Creating comprehensive plans for the transfer of business ownership, including estate planning and the management of business assets, while incorporating mentorship and training for future leaders.
Providing legal counsel during the buying or selling of businesses, including due diligence, negotiations, and transaction structuring, along with drafting agreements that outline ownership transfer terms to prevent disputes and ensure smooth transitions.
Offering strategies to minimize tax liabilities and guarantee compliance with local, state, and federal tax regulations.
Helping families manage conflicts related to business operations, ownership issues, or familial relationships.
Advising on employment contracts, workplace policies, and adherence to labor laws to safeguard both the business and its workforce.
Offering advice on financing alternatives, including debt and equity options, while ensuring compliance with securities laws, and assisting in securing funding, such as loans and investments.
Providing legal assistance for the buying, selling, or merging of closely held family businesses, including conducting due diligence and negotiating terms.
Drafting, reviewing, and negotiating contracts to protect clients' interests in various transactions, partnerships, and employment agreements.
Safeguarding intellectual property rights through trademark registrations, copyright applications, and patent filings.
Drafting and negotiating supply chain agreements, including vendor contracts and distribution deals.
Structuring and negotiating joint venture agreements and partnerships to facilitate successful collaborations between businesses.
Let's Build Your Legacy Together
Ready to secure your family's future? Reach out to us today for personalized legal solutions tailored to your unique needs.