Family Offices

Brody Wilkinson provides a broad range of legal representation to first- and multi-generational family offices in connection with their complex financial and administrative needs. The firm’s extensive business and estate planning capabilities enable us to advise family members and family office professionals not only on day-to-day operational matters but also on sophisticated issues related to taxation, wealth management, governance and business succession. Our practice includes acting as general counsel to family offices to manage all needs and business relationships with outside advisors such as financial planners and other attorneys when necessary. This structure provides for a complete integration of needs and services and gives clients a tremendous comfort level knowing that one primary advisor is protecting them at all times.

Through our active experience in this realm, we are deeply knowledgeable about the issues family offices face and, subsequently, are in a strong position to navigate these waters on their behalf. We regularly counsel family office clients in areas related to:

  • Estates planning & administration
  • Trust administration
  • Taxation
  • Contracts
  • Entity formation
  • Business succession planning
  • Governance
  • Real estate transactions
  • Investment documents
  • Employment matters
  • Non-disclosure agreements
  • Confidentiality agreements
  • Personal security
  • Property management

Representative matters include:

Formation of first-generation family offices for families with substantial wealth.

Negotiation and documentation of investment and business transactions as well as compensation and deferred compensation plans.

Management of multi-state legal issues in areas such as estate planning, taxation and real estate.

Preparation of employment contracts and manuals for family office professionals and household staff.

Negotiation and documentation of private aircraft and yacht acquisitions and coordination of special aviation and admiralty counsel in connection with these matters.

Modifications of original family trusts in Court to reflect the needs and circumstances of current generation family members.

Facilitation of family meetings to discuss inter-generational estate, tax and investment planning.

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