Family Office Services
Building secure family legacies.
Solving the multifaceted issues confronting family offices requires experience, creativity, and ingenuity. The hallmark of our work is the successful mediation, settlement, and disposition of legal proceedings favorable to our clients.
Individuals and families with accumulated wealth often decide to form a private organization—known as a “family office”—to manage investments, trusts, and financial and legal services. Whatever the form, a family office faces unique, challenging issues. Our team of attorneys has a wealth of longstanding experience assisting individuals and families who wish to establish and administer family offices or other similar structures.
Clients benefit from our attorneys’ deep and broad experience in creating, structuring, modifying, and administering trusts, estates, and family offices. We assist with personal matters for family members, federal and state income tax and estate planning strategies, liability protection, entity creation, state and federal securities, and accounting compliance issues. We regularly help clients analyze succession issues and solve complicated legal challenges in order to enable families to achieve the goals of their family office.
We collaborate with family members and family office advisors who need support in a variety of different disciplines, including:
- Estate, gift, and generation-skipping transfer tax planning.
- Income tax planning.
- State and local tax planning.
- Trust management, review, and advisory services.
- Dispute resolution services, including experienced litigation support.
- Tax-exempt organization creation and ongoing management.
- Entity and asset pooling for investment purposes.
- State and federal securities regulatory compliance for family offices.
- International family office administration.
- Private trust company formation and advice.
- Fiduciary accounting and systems issues.
- Family privacy and intellectual property protection.
- Entity creation and ongoing management services.
- Liability analysis and protection.
- Business succession services.
How we help clients
- Estate, gift, and generation-skipping transfer tax planning.
- Income tax planning.
We invest deeply in relationships because our counsel is greatly enhanced by a thorough understanding of our client's business interests and personal priorities.
Perkins Coie Fiduciary Controversy and Litigation Services
We represent trustees, beneficiaries, executors, boards of directors, financial institutions, entities, and corporate officers in pursuing and defending fiduciary litigation. Drawing on the firm’s significant resources, we develop and apply pragmatic and creative solutions that can help deliver innovative, timely, client-favorable resolutions to a dispute.
International Planning
Family offices are becoming more international as families grow and invest globally. Many family offices that operate across borders leverage diverse experience and investment opportunities. We offer advanced U.S. tax planning for any non-U.S. family 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 have assisted clients in Asia, Australia, Europe, South America, and various other jurisdictions. We affiliate with accounting and law firms through various networks to handle the planning needs of global high-net-worth families.
