Family Office & Private Wealth

At Trevant Quell International Law Firm, our Family Office Practice Group regularly advises on the formation and structuring of U.S.-based family offices. We support ultra-high-net-worth individuals in establishing tailored wealth management platforms designed to invest, protect, and grow assets through a coordinated, long-term strategy. Our approach integrates legal, regulatory, and operational considerations to ensure each family office is structured efficiently, compliantly, and in alignment with the client’s overall objectives.

Our Family Office Practice Group specialize in overseeing wealth transfer, tax planning, and investment considerations through discrete and tailored family office structures. Leveraging the expertise of our investment management, tax, private client services, and corporate lawyers, we guide clients through every stage—from establishing single or multifamily office frameworks to asset preservation, capital investment, and ongoing operational and compliance support.

Our attorneys ensure seamless integration across all facets of investment and wealth management, navigating within legal frameworks and regulations, drawing upon cross-practice collaboration to optimize outcomes.

Combining a multidisciplinary approach with the comprehensive resources of a global law firm, our family offices lawyers.

• Advise ultra-high-net-worth individuals on establishing and managing family offices; Assist in structuring family office entities, addressing complex domestic and cross-border tax considerations, regulatory compliance, employer reporting obligations, coordination with accounting and estate planning professionals, and employment matters;

• Handle various mergers, acquisitions, and dispositions for family offices, as well as co-investment deals involving other family offices or investors;

• Offer sophisticated wealth management services encompassing tax planning, trusts and estates, business succession, charitable giving, and the establishment and administration of charitable foundations;

• Provide support for significant charitable endeavors;

• Advise on real estate transactions, including negotiation of construction agreements and acquisitions of personal property; and,

• Offer guidance on the purchase, sale, and leasing of assets such as boats, aircraft, and art. Provide counsel on cybersecurity, privacy, and data protection tailored to fund managers and investors, addressing regulatory requirements, compliance programs, data breach preparedness, response efforts, and related investigations and litigation.

Discover how our Family Office Practice Group can support you by arranging a consultation today. Contact us at 680-200-2553 or email us to schedule a consultation with an experienced Family Office Practice Group attorney.