Family Offices & Funds Structuring

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.