We offer integrated legal services to help wealthy families and business owners set up and manage family offices, pooled investment structures, private trust structures and foundations to accomplish their family business, investment and philanthropic objectives. Our substantial knowledge of the areas of law that apply to these arrangements has been built on the experience that comes from working with families of significant wealth for generations.
A family office can be designed to serve one family exclusively (single family office) or to serve a number of affluent families (multi-family office). Recent Dodd-Frank regulations, announced in early 2013, clarify that a properly structured single family office is not required to register with or report to the U.S. Securities and Exchange Commission as an investment adviser, but a multi-family office is not exempt and must comply with extensive registration, reporting, record-keeping and other requirements. Successfully navigating these regulations is critical to a family office’s design and success.
Ranked Band 1 in Chambers High Net Worth 2016 to 2022 for Private Wealth Law in Ohio
