Family Office Services
Comprehensive Counsel for Family Offices
We act as outside general counsel to family offices managing $15 million and more in assets, integrating seamlessly with investment, tax, and philanthropic teams.
Atlanta Family Office Attorney
Core Family Office Legal Services
- Entity Architecture (LLCs, LPs, trusts, PFs, 501(c)(3) foundations)
- Governance Frameworks & Charters
- Trusts and Estate Planning
- Tax Optimization
- Investment Due Diligence Support
- Asset Protection
- Risk Management & Fiduciary Compliance
- Succession & Leadership Transition Plans
- Philanthropic Strategy, Charitable Gifting, and Impact Vehicles
Comprehensive Estate and Wealth Planning
1. Succession Planning:
- Create and implement strategies for passing wealth between generations, focusing on minimizing tax exposure and avoiding conflicts.
- Key tools include wills, trusts, and dynasty trusts that can extend across multiple generations.
- Ensure that family governance structures are in place, defining roles for family members in the future management of assets and family businesses.
Tax Optimization and Tax Compliance:
- Ensure families comply with federal, state, and international tax laws, while advising on ways to reduce tax liabilities.
- Structuring of investments to minimize estate and gift taxes, helping clients take full advantage of tax exemptions or use strategies like GRATs (Grantor Retained Annuity Trusts) or IDGTs (Intentionally Defective Grantor Trusts).
Philanthropic Planning:
- Many family offices engage in charitable giving. We help structure private foundations, charitable remainder trusts, or donor-advised funds (DAFs).
- Assistance in drafting charitable giving strategies and ensuring compliance with IRS regulations.
Corporate and Business Structuring
Business Succession Planning:
- Help preparing family businesses for future generations by developing succession plans, structuring ownership, and addressing governance.
- Involving the next generation of family members may require trust structures or family partnership agreements.
Investment Strategy and Fund Management:
- Align investments with their long-term wealth goals, focusing on risk management, asset allocation, and succession in the event of generational wealth transfer.
- Drafting and reviewing investment management agreements, and structuring family-controlled investment funds or partnerships.
Asset Protection and Risk Management
Asset Protection
- Design strategies to shield wealth from potential claims, including creditor protection through the use of trusts, holding companies, and other structures.
Insurance and Risk Management
- Advise families on appropriate risk management strategies, such as purchasing insurance for personal or business-related risks, and ensuring that their estate plans are integrated with life insurance policies.
- Advice on specialized insurance, such as cybersecurity or policies for personal security.
Asset Protection Program:
Creditor Protection
Specialized Insurance
Holding Companies
Digital Backup
Irrevocable Trusts
Specialized Trusts
Insurance Strategies
Ongoing Support
Legal and Compliance Services
Regulatory Compliance:
- Family offices often have global assets and must comply with a host of international regulations. We help navigate anti-money laundering (AML) laws, tax reporting, and other compliance matters.
Personal and Fiduciary Services:
- Family office general counsel services include advising on various personal matters such as prenuptial agreements, divorce settlements, and guardianships.
- Help appointing and monitoring fiduciaries for trusts or estates.
Family Governance and Dispute Resolution
Family Governance
Formal family governance structures, including family councils, charters, and codes of conduct to preserve family values and ensure smooth management of assets.
Conflict Resolution
In situations of disagreement among family members, we may act as mediators or advise on dispute resolution strategies to avoid costly litigation.
Communication Facilitation
Develop frameworks for family communication regarding financial matters to ensure transparency and harmony among family members across generations.
Family Office Administration and Coordination
Multi-Jurisdictional Planning:
Family office services often involve clients with international assets or multiple residences. We help structure cross-border estates to comply with various tax jurisdictions and legal systems.
Financial Coordination:
"Hub-and-spoke" model: the law firm coordinates with other financial professionals, such as wealth managers, accountants, and insurance providers.
Jake made the complex process of setting up a family trust feel clear, grounded, and surprisingly human. I can’t recommend him highly enough.
- R. Julian
Investment Reporting and Oversight:
Ensure family investments are compliant with relevant regulations, help track performance, and protect family members’ interests.
Next-Generation Education:
We craft custom learning modules—cashflow basics to trustee duties—to cultivate financially literate heirs who steward capital responsibly.
Contact Us
Elevate your family office governance
Get started today by booking a confidential consultation or calling (404) 538-9030.
