Family Office & Wealth Planning
Our dedicated team brings together a blend of legal expertise and understanding of the intimate nature of family dynamics to offer bespoke solutions tailored to family offices of all sizes.
Specialized Legal Solutions for Family Offices:
Governance & Structuring: We assist in establishing governance models that align with your family values and business objectives while ensuring efficient operation and wealth preservation.
Tax Planning & Compliance: Our team delivers comprehensive tax strategies tailored to the specific needs of family offices, ensuring compliance and optimizing tax positions across generations.
Estate & Succession Planning: We craft tailored plans that secure the future, ensuring seamless wealth transitions and continuity of the family legacy.
Investment & Regulatory Oversight: Safeguard your investments with our guidance on domestic and international regulations, structuring, and due diligence.
Real Estate & Asset Management: From acquisition and management to disposition, we offer full-spectrum legal support for your real estate and tangible asset portfolios.
Philanthropy & Charitable Giving: We guide family offices in establishing philanthropic initiatives, setting up charitable trusts, and ensuring compliance with relevant legal frameworks.
Privacy & Confidentiality Protections: Recognizing the importance of discretion, we implement robust strategies to protect the privacy of family members and the confidentiality of office operations.
Your Trusted Family Office Partner:
Litigation & Dispute Resolution: Our adept legal team offers preemptive solutions and, when necessary, represents family offices in disputes, always prioritizing the family's reputation and values.
Operational & Administrative Oversight: From employment agreements to vendor contracts, we provide holistic support, ensuring all aspects of family office operations remain compliant and efficient.
Education & Family Collaboration: We believe in empowering family members with knowledge, facilitating workshops, and sessions on wealth management, leadership, and the evolving landscape of family offices.
With a keen understanding of the evolving challenges and opportunities in the family office sector, Roach, Lennon & Brown stands by your side as a trusted advisor, offering holistic legal solutions that resonate with the uniqueness of your family's story and aspirations. Whether you're an established family office or in the nascent stages of creating one, we are here to guide, protect, and ensure your legacy thrives through the generations.
