The modern family office is a commercial and sophisticated investment vehicle with commensurately broad and sophisticated legal needs. The development of family offices as, essentially, privately held versions of investment fund structures has special implications for the principals and families they serve. Grounded in our world-class, deep, powerful, and coordinated platform, we are optimized to serve the total legal needs of today’s family offices.
We provide single- and multi-family office clients with legal advice on family office entity structuring and implementation, investment transactions, tax, philanthropy, regulatory, and other areas. Working closely and in cooperation with principals and other family office service providers, we establish efficient investment and operational structures, and add value across all types of investment and philanthropic transactions. Our global platform allows us to marshal the firm's resources for clients and coordinate appropriate referral networks if needed.
We serve as primary outside securities, deal, and transactional counsel to some of the most sophisticated family investment offices and private foundations in the world. As a result, we understand the unique and complex set of issues often faced by such entities. Our clients include a range of family office and family wealth management platforms, including founders of multi-national public companies, generations of family-held businesses, venture capitalists, entrepreneurs, and fund managers, and their trust and estate planning vehicles and philanthropic entities, including private foundations.
Our Family Office team advises clients in the following areas, among others:
Our team brings the value of our industry knowledge and best practices to help generate opportunities for growing and established single family and multi-family offices. As thought leaders, we create programs that encourage knowledge sharing across the network of participants active in the family office landscape. From asset managers, to wealth advisors and other service providers, our lawyers forge family office connections, share ideas, and bring new perspectives on issues of industry importance. We create pathways to new opportunities through introductions to new joint venture partners, financing sources, and investments.
Globally Poised
We provide personalized legal services to clients around the world. Lawyers across our global platform regularly advise international families with significant and complicated assets whose members, interests, and assets span the globe. With offices in key capital cities across five continents, we can meet the needs of our family office clients wherever they happen to live, work, or own assets. Through our firm’s platform, we can holistically and seamlessly advise on inbound and outbound transactions that require strong international tax and transactional experience.
On 18 July 2025, the Council of the European Union adopted additional measures which have been introduced in its 18th sanctions package in response to the ongoing conflict in Ukraine.
On 30 June 2025, Governor Newsom signed Assembly Bill 130 and Senate Bill 131 into law, introducing some of the most significant changes to the California Environmental Quality Act in recent history, with the goal of increasing housing supply and improving housing affordability in California.
On 31 March 2025, the Australian Securities and Investments Commission (ASIC) published its Regulatory Guide 280 Sustainability Reporting (RG280) following the introduction of Australia’s first climate-related financial disclosure regime and comprehensive public consultation with various stakeholders.
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