Family Offices & Funds Structuring
High Net Worth Guide 2024 : USA - Nationwide
Band 2
About
Provided by Holland & Knight LLP
Our Family Office Group, which includes attorneys and other professionals from many practices across the firm, regularly provides guidance and advice for international and domestic family offices regarding the best structure to suit the family's objectives, whether it be starting with a virtual family office, creating a single family office or even a private trust company. Looking ahead at the engagements we have listed, you will see our practice is truly national with both lawyer teams and clients from coast to coast showing.
Beyond having extensive experience in virtually all of the legal issues family offices encounter, additional focal points of our practice include succession planning and crafting agreements among family members, such as family constitutions. We represent a multitude of family office clients and provide counsel on complex shareholder and operating agreements. This often enables those who contribute the most to the welfare and betterment of the family to be rewarded appropriately in the form of buyouts and preferred status, while still providing security to the family members who choose different paths.
Not all family offices provide comprehensive services. Determining what services should be performed in-house or hired out, subsequent coordination of the suite of professional advisors, and assuring continuity of services are important parts of the discussion that we facilitate with our family office clients.
Chambers Review
Holland & Knight has a dedicated family office group that advises on formation and restructuring work for family office and high net worth clients. The firm is well regarded across the country for its skilful handling of related private wealth law issues such as succession planning, family constitution drafting and private trust company matters.
Strengths
Provided by Chambers
"The attorneys have a strong knowledge of their practice areas. The teams are strong so that you can reach out to any member with confidence."
"The attorneys have a strong knowledge of their practice areas. The teams are strong so that you can reach out to any member with confidence."
Notable Practitioners
Christopher Boyett is a deeply experienced practitioner whose expertise in wealth planning and administration issues makes him uniquely placed to handle the needs of family office clients. He advises on the full suite of family office matters, including business, investment and tax-related issues.
Ranked Individuals at
Holland & Knight LLP
USA - Nationwide
Members
Provided by Holland & Knight LLP
