Family Office & Private Wealth
Torres & Zheng at Law, LLC’s (“T&Z Business Law”), our Family Office Practice Group routinely assists and manages the formation of family offices in the United States, which can serve as a pivotal wealth management strategy for ultra-high-net-worth individuals seeking to strategically invest, safeguard, and expand their assets through a cohesive wealth management approach.
Our Family Office Practice Group specialize in overseeing wealth transfer, tax planning, and investment considerations through discrete and tailored family office structures. Leveraging the expertise of our investment management, tax, private client services, and corporate lawyers, we guide clients through every stage—from establishing single or multifamily office frameworks to asset preservation, capital investment, and ongoing operational and compliance support.
Our attorneys ensure seamless integration across all facets of investment and wealth management, navigating within legal frameworks and regulations, drawing upon cross-practice collaboration to optimize outcomes.
Combining a multidisciplinary approach with the comprehensive resources of a global law firm, our family offices lawyers.
- Advise ultra-high-net-worth individuals on establishing and managing family offices; Assist in structuring family office entities, addressing complex domestic and cross-border tax considerations, regulatory compliance, employer reporting obligations, coordination with accounting and estate planning professionals, and employment matters;
- Handle various mergers, acquisitions, and dispositions for family offices, as well as co-investment deals involving other family offices or investors;
- Offer sophisticated wealth management services encompassing tax planning, trusts and estates, business succession, charitable giving, and the establishment and administration of charitable foundations;
- Provide support for significant charitable endeavors;
- Advise on real estate transactions, including negotiation of construction agreements and acquisitions of personal property; and,
- Offer guidance on the purchase, sale, and leasing of assets such as boats, aircraft, and art. Provide counsel on cybersecurity, privacy, and data protection tailored to fund managers and investors, addressing regulatory requirements, compliance programs, data breach preparedness, response efforts, and related investigations and litigation.
Discover how our Family Office Practice Group can support you by arranging a consultation today. Contact us at (917) 277-3479 or [email protected]
to schedule a consultation with an experienced Family Office Practice Group attorney.
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