Investment Management |
Family Office Practice

Family Office Practice

Lowenstein Sandler’s Family Office Practice counsels wealthy families, based both in the United States and internationally, on a broad array of legal issues raised by the creation, growth, preservation, management, and transfer of their wealth. We recognize that every family office is as unique as the family it serves, and we tailor our advice accordingly.

The group synthesizes numerous areas of our firm’s knowledge and experience, allowing us to address seamlessly the most pressing legal issues facing wealthy families. Our areas of focus include:

Structuring family office ownership and management
Developing federal, state, local, and cross-border income and transfer tax planning for family entities and individual family members
Advising regarding direct investments and allocation of capital to third-party managers
Assisting family offices in complying with the Advisers Act and other federal and state regulatory requirements
Designing and implementing family and philanthropic wealth transfer plans
For families with growing trust networks, designing and implementing private trust companies, which provide robust, multigenerational governance structures, incentives to attract non-family experts as fiduciaries, and potential federal and state tax benefits
In instances of family disputes, offering solutions to bridge gaps or, if necessary, joining the fight on behalf of one or more parties.

Our firm’s leadership in the technology, life sciences, and investment fields informs our advice across disciplines, which benefits family office clients who built their wealth and/or seek to invest in those spaces.

Our services include: