Family Offices

Benesch has a long history of helping families make and manage investments, plan income tax and estate strategies, and preserve the transfer of wealth from one generation to the next. We offer legal services designed to help wealthy families and business owners set up and manage family offices, pooled investment structures, private trust structures and foundations. Our background and substantial activity in the M&A arena helps us to assist clients in making informed investments and tax decisions designed to preserve and expand their family’s wealth. We are currently representing several multibillion dollar family offices in a variety of transactions across the country.

Our Family Office Practice Group is comprised attorneys from a variety of disciplines from across the firm – private equity, mergers and acquisitions, real estate, risk management, estate planning, capital raising, fund formation and tax planning, among others. Our multidisciplinary team provide a full array of services to fit the legal needs of family offices. We partner with our family office clients to source deals, sell deals and provide added value in terms of cost containment, retention and pricing strategies.