Family Office Legal Services

Families with significant assets require more than traditional estate planning. Our law firm works with families to create and manage family office structures with the goal of preserving wealth, ensuring governance of assets, and consistent alignment with your family’s long-term mission.

Family Office Services

  • Family Governance and Succession Structures
    • Family council design and implementation
    • Educational guidance for continuation of family office
    • Drafting of family charters, values statements, and constitutions
  • Entity Formation and Legal Oversight
    • Structuring of family holding companies
    • Multi-entity compliance and coordination
    • Legal documentation and succession control
  • Trust Administration and Oversight
    • Legal Review of Active Trusts and fiduciary obligations
    • Coordination with corporate or private trustees
    • Integration of trust and entity management
  • Risk Management and Legal Audits
    • Confidential family risk assessments
    • Fiduciary and insurance compliance reviews
    • Structuring of internal legal policies
  • Philanthropic and Strategic Giving
    • Formation of private foundations and Donor Advised Funds (DAFs)
    • Structuring grant-making programs
    • Alignment of charitable structures with family values.

Family office legal services are essential because they provide the legal infrastructure to preserve and transfer multi-generational wealth efficiently, ensuring compliance with complex tax, fiduciary, and regulatory frameworks. By implementing customized trusts, entity structures, and governance policies, family offices can significantly reduce estate, gift, and generation-skipping tax exposure. Further, family offices can help shield assets from creditors and litigation while aligning investment, philanthropic, and succession goals within a legally sound framework.

Where To Find Us?

Oakbrook Terrace Office
1S450 Summit Ave #110

Oakbrook Terrace, IL 60181

Phone: (630) 560-1240 Fax: (847) 273-0550

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