Family Office Services
Building secure family legacies.
Perkins Coie serves the complex legal needs of sophisticated family offices with a dedicated multidisciplinary team across asset management, private client services, and other legal areas.
Perkins Coie provides comprehensive foundational legal advice to family offices across estate planning, family office structuring, asset management, litigation, tax controversy, and outside counsel services. Our lawyers serve single family offices and their principals with a multidisciplinary approach, starting with the structuring of the management and investment entities of family offices and continuing with the review of investment transactions across all asset classes, and a thorough approach to the myriad legal issues that face family offices, always aligned with the wealth and tax planning needs of the family office principals. The team has experience in family office structuring across new and existing family offices, targeting operational and tax efficiencies, including structuring family office management entities and compensation and carry vehicles for key employees.
A senior-adviser boutique practice within the firm, Family Office Services builds on the offerings we provide clients, ranging from elite tech to traditional businesses and their founders, by guiding family offices with strategic planning, tax and entity structuring, investment structuring and execution, operational legal issues, and philanthropic advice regarding private foundations, donor advised funds, and other not-for-profits.
At Perkins Coie, family office client coverage is grounded in both the firm’s private client and private capital fund formation practices, recognizing the unique role family offices have as personal wealth vehicles as well as complex asset managers, and the practitioners in Family Office Services have decades of experience working for, and in, large single-family offices. Our team includes professionals with in-house family office experience who understand the needs of sophisticated family organizations on tax, wealth management, private capital, asset management, and other legal and operational issues facing modern sophisticated family offices. Additionally, we ensure coordination with the trust and estate planning needs of clients by aligning Family Office Services between our private client and private capital asset management practices.
We collaborate with family principals and family office executives and advisers who need support in a variety of different disciplines, including:
- Family office structuring and organization
- Entity management
- Private investments and transactional support
- Tax planning and compliance
- Estate planning and trust administration
- Fiduciary litigation
- Philanthropy and charitable giving
- Labor and employment
- Regulatory compliance
- Immigration
- Dispute resolution and litigation
- Campaign finance and election law
Our Approach
At Perkins Coie, a dedicated partner will serve as the primary contact for your family office, providing consistent, trusted advice across all disciplines and always being available. This ensures continuity and helps anticipate and meet both current and future clients’ needs. We believe that a trusted adviser is a long-term relationship and a fundamental connection to the longitudinal legal welfare of the modern family office.
International Family Offices
Family offices are becoming more international as families grow and invest globally. Many family offices that operate across borders leverage diverse knowledge and investment opportunities. We offer advanced U.S. tax planning for non-U.S. family offices contemplating a U.S. family office branch. We regularly advise U.S. citizens with nonresident beneficiaries or foreign assets, as well as foreign nationals with U.S. beneficiaries or U.S. assets, on their wealth transfer and tax structuring matters. We routinely assist family office clients globally on inbound investments across all asset classes, including private funds, direct investments, and all sectors of asset types. When needed, we coordinate non-U.S. tax and legal advice through coordination and collaboration with external non-U.S. providers.
Our Team
Notice
Before proceeding, please note: If you are not a current client of Perkins Coie, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Perkins Coie has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing or retaining a lawyer. An attorney-client relationship with Perkins Coie or any lawyer at Perkins Coie is not established until and unless Perkins Coie agrees to such a relationship as memorialized in a separate writing.
Notice
Before proceeding, please note: If you are not a current client of Perkins Coie, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Perkins Coie has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing or retaining a lawyer. An attorney-client relationship with Perkins Coie or any lawyer at Perkins Coie is not established until and unless Perkins Coie agrees to such a relationship as memorialized in a separate writing.
Notice
Before proceeding, please note: If you are not a current client of Perkins Coie, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Perkins Coie has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing or retaining a lawyer. An attorney-client relationship with Perkins Coie or any lawyer at Perkins Coie is not established until and unless Perkins Coie agrees to such a relationship as memorialized in a separate writing.
