Foley & Lardner LLP

Our experienced Family Offices team can help while being attuned to your specific needs and perspectives. You will receive comprehensive legal solutions that are family-based and client-focused. Our team has experience structuring family offices and family investment pools as well as experience working with and helping develop office family leadership. Whatever your needs — complex estate planning, income tax planning, philanthropy goals — we will provide support and strategies to minimize ...read more
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Company Overview

Our experienced Family Offices team can help while being attuned to your specific needs and perspectives. You will receive comprehensive legal solutions that are family-based and client-focused. Our team has experience structuring family offices and family investment pools as well as experience working with and helping develop office family leadership. Whatever your needs — complex estate planning, income tax planning, philanthropy goals — we will provide support and strategies to minimize estate and gift taxes on wealth transfer.

Our Capabilities

We provide counsel in the following key legal areas:

  • Real Estate
  • Asset Protection
  • Investment Process
  • Fund Formation
  • Business Succession
  • Labor & Employment
  • Employee Benefits
  • Corporate Governance
  • Insurance
  • Cybersecurity
  • Philanthropy
  • Federal & State Income Tax Planning
  • Estates & Trusts

Core Areas of Counsel:

  • Formation and Structuring of Family Investments
  • Vehicles
  • Private Equity
  • Portfolio Acquisitions
  • Fund Formation
  • Management and Disposition of Unique Assets (e.g. art, antiques, new media)
  • Due Diligence and Review of Third-Party Investments
  • Family Office Governance/Family Dynamics
  • Cybersecurity
  • Employee Benefits/Employment Law
  • Estate Tax Minimization
  • Strategic Succession Planning
  • Insurance Matters
  • Estate and Trust Administration
  • Offshore Investment Structuring and Reporting
  • Private Trust Companies
  • Philanthropic Planning
  • Services as Fiduciary
  • Aircraft Operations and Administration
  • Income Tax Planning and Optimization of Income
  • Tax Structure
  • Compliance with 1940 Investment Advisers Act
  • Recruitment and Selection of Investment Managers
  • Distribution Policies
  • Family Employment Policies
  • International Tax Compliance
  • Operating Companies

See the Glossary for definitions of these metrics.

This information provided by Foley & Lardner LLP

See the Glossary for definitions of these metrics.

This information provided by Foley & Lardner LLP

Info

Data as of: 
Friday, July 28, 2017
Year Established: 
2017

Stats

Do you offer governance services?: 
Yes
Do you offer services related to philanthropy?: 
Yes
Do you offer trustee services?: 
Yes

See the Glossary for definitions of these metrics.

FOX Knowledge Center Contributions: 

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