CM Law regularly serves as a valued advisor for single and multi-family offices. Intertwined within family office representation is the depth of CM Law partners’ experience working with high net worth individuals; we are trusted resources for these clients, and are intricately familiar with their specific needs, including the need for privacy and the multi-generational impact they hope to achieve. CM Law attorneys work closely with family offices to ensure that general financial, charitable and strategic objective growth goals are implemented optimally, and that those goals – both immediate and long-term – are achieved.

Our clients include both established family offices and those still in the start-up phase. The services we provide to our established family office clients typically include multi-generational estate planning, philanthropic planning and attention to a wide variety of family business and asset issues. We work closely with the family’s accountants and investment advisors and help “quarterback” the more complex matters. With new (or soon to be created) offices we also help plan the family office structure to best serve the client’s anticipated needs.

Our services include review of investment opportunities in private equity, public benefit and start-up ventures. We help private clients measure opportunities against their long-term financial, personal and social goals and to evaluate those opportunities in the context of risk management. When appropriate, we assist with formation of new entities the negotiation of minority and majority positions in new ventures. We also advise on board and other management roles offered to our private clients as leaders of their business and charitable communities.

CM Law’s private client attorneys understand the varied and continuously evolving needs of family office clients and the level of attention they expect, and we are able to bring in special expertise wherever appropriate. In addition to individual income tax, estate planning, family foundation, business succession and investment issues, our partners are ready to help with corporate and partnership concerns, tax controversies, securities laws, litigation, employment, cybersecurity, real estate, insurance, technology and intellectual property issues. Given this diversity of experience, CM Law is an optimal fit for the varied needs of expanding family offices.