Duane Morris advises family offices on all aspects of their business activities, including investments in private equity, venture capital and hedge funds, as well as in real estate. In particular, we regularly assist family offices in structuring investments in a wide variety of asset classes, including buyout, control or minority acquisitions, venture, impact and ESG, whether done directly or through funds, as well as advising on strategy with regard to sourcing co-investments, diligence, deal structures and compensation of deal professionals.

Our Family Office group works in conjunction with our Corporate, Private Equity, Investment Funds, Real Estate, Tax and Private Client Services practices to address the full range of issues family offices face, including capital growth and preservation, management and generational transfers of wealth. We advise on estate planning, charitable planning, tax and reporting issues. We assist with complex multinational tax issues relating to family members residing in multiple countries, including structuring domestic and offshore trusts, advising on U.S. tax reporting rules and settling estates with property in multiple jurisdictions. We also represent foreign family offices (in Asia, Europe and Latin America) in their investments and operations in the United States.

Our attorneys host industry roundtables to discuss issues of relevance to family offices and provide an opportunity for family members and their professionals to share information and experiences with their peers. Our attorneys are also sought-after speakers at industry conferences, including those of the Opal Group.

For More Information

For more information, please contact  Michael D. Schwamm, William D. Rohrer or any of the practice members referenced in the Attorney Listing.

Single Family Office Trends and Techniques Webinar Series

Session One: Cutting-Edge Tax Planning Strategies for Single Family Offices | Presented on June 19, 2019