Numerous family offices and the individual family members that they serve have benefitted from the assistance and counsel of Warner Norcross + Judd attorneys. For decades, we have provided family offices with a full complement of legal services, including tax strategy, estate planning, entity formation and governance, private equity and transaction evaluations, asset protection, risk management, real estate and corporate services and related dispute resolution and litigation.
Our family office clients range from multimillion-dollar organizations with little or no full-time staff to complex and multi-faceted organizations with a large number of employees and billions in net worth. We build relationships with our family office clients so we can understand their priorities and expectations. Sometimes, through legacy planning, we even help them define their missions, visions, goals and values, which create their priorities and expectations. And because we have specialists in so many different areas, we often can find quick answers to complicated questions.
According to our latest Band 1 Ranking in the Chambers HNW Guide, peers in wealth law acknowledge Warner’s expertise, with one peer commenting that Warner “has a broad group of people who do private client services and I think they do a very good job with sophisticated clients.” Clients and wealth advisors also speak to our reputation, with one source telling Chambers, “They’re extremely knowledgeable, extremely talented, a very caring, hard-working team of individuals who do right by their clients and put their clients first.” Another interviewee states, “Clients seem to really appreciate not only the quality of work but the manner in which they communicate the work – how they keep up on their plans,” and praises Warner as “very, very good, high-quality, very consistent.”
The Private Client and Family Office Group can provide very specific and limited services or serve as a one-stop-shopping alternative for family offices. For many family offices we not only counsel our clients on their day-to-day business decisions and issues, but we also proactively help identify and achieve long-term goals and strategies. We offer to assist with all legal decisions and we are open to providing these and all our other services under alternative or fixed fee arrangements.
Our services are coordinated with each family office’s team of professional service providers. This coordination may involve simply cooperating with outside advisers in the delivery of services. It also may involve assisting the family office with selection of and contractual arrangements with other outside advisers.
Based on our experience, we’ve prepared an interactive chart that illustrates what a significant family office service team might look like and how several of our specialists can assist with the unique needs and structures of individual family offices. To review our interactive sample family office structure chart, click here
For additional information on the Private Client and Family Office Group, click on any of the following links:
Family Office Exchange (FOX) Thought Leaders Council
We are honored to be a member of the FOX Thought Leaders Council, which is an exclusive working council of advisors that reviews industry trends and developments, drawing upon collective experience and perspective to address issues at hand for family offices. FOX supports a global member network of wealthy families and their advisors who are pursuing best practices for optimal management of their families’ wealth and legacy. The community includes more than 450 organizations in 20 countries who utilize FOX’s resources each year for advice, networking, education, and comparative metrics.