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Family Office

Montgomery McCracken’s Family Office practice provides strategic legal advice to single and multi-family offices as well as high net worth individuals and families.

We know that managers of family offices face numerous challenges and tough decisions in today’s regulatory environment, including, among other things, structural questions, such as whether to form a private trust or whether your family office should be or include a registered investment advisor. These issues have become all the more complex as family offices struggle with whether and how to incorporate private equity and/or real estate into the investment portfolio and the related questions of privacy versus transparency.  We also have vast experience in questions that routinely arise from the concierge services that many family offices provide.  The Montgomery McCracken team has a deep understanding of the complexities of these issues as they relate to multi-generational family wealth. We provide robust legal advice to help family offices navigate these issues as well as trying to deal with family governance issues and the generational conflicts that routinely occur.

Attorneys in our Family Office Practice provide day-to-day advice and counseling, as well as long term strategic planning. The firm has often acted as “general counsel” to both single and multi-family offices. Our clients rely on us as trusted partners who assist them in decision making which will hopefully benefit future generations. We regularly work with clients’ trust and estates professionals, accounting professional as well as in-house compliance and investment personnel.  Should it be necessary or appropriate, we have also developed great working relationships with a wide array of professional service providers that we can bring to bear on any problem or issue. The depth of our experience and our team approach sets us apart.

For More Information

For questions regarding Montgomery McCracken’s Family Office practice, please contact Lee D. Unterman, Practice Chair, at  212-867-9500, email lunterman@mmwr.com.