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Private Client and Family Office

Intro

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.
 

 

Professionals

Order list by:
Photo of Loren Andrulis
Loren Andrulis
+1.616.752.2182
Photo of Melissa Collar
Melissa Collar
+1.616.752.2209
Photo of Matthew Crowe
Matthew Crowe
+1.616.752.2734
Photo of Gregory Demers
Gregory Demers
+1.989.698.3708
Photo of Carl Dufendach
Carl Dufendach
+1.616.752.2136
Photo of Mark Harder
Mark Harder
+1.616.396.3225
Photo of Laura Jeltema
Laura Jeltema
+1.616.752.2161
Photo of Matthew Johnson
Matthew Johnson
+1.616.752.2529
Photo of Susan Meyers
Susan Meyers
+1.616.752.2184
Photo of Beth O'Laughlin
Beth O'Laughlin
+1.989.698.3703
Photo of Jennifer Remondino
Jennifer Remondino
+1.616.396.3243
Photo of James Steffel
James Steffel
+1.231.727.2621
Photo of David Thoms
David Thoms
+1.248.784.5093
Photo of Stephen Waterbury
Stephen Waterbury
+1.616.752.2137
Photo of Bruce Young
Bruce Young
+1.616.752.2144

Honors & Accolades

Chambers High Net Worth guide awarded a top-tier ranking to Warner Norcross + Judd in 2019 as one of Michigan’s top firms in private wealth law, and specifically recognized partners Carl W. Dufendach, Mark K. Harder, Susan Gell Meyers and David L.J.M. Skidmore as well as Of Counsel W. Michael Van Haren.

The Best Lawyers in America 2018 has named eleven Warner Norcross + Judd attorneys as Lawyers of the Year. Bruce C. Young was recognized this year from the Private Client and Family Office practice area.
 
The Best Lawyers in America 2018 has additionally recognized the following Warner Norcross + Judd attorneys from the Private Client and Family Office practice: Loren M. Andrulis, Carl W. Dufendach, Susan Gell Meyers, Jennifer L. Remondino, James J. Steffel, David M. Thoms, W. Michael Van Haren and Stephen C. Waterbury.
 
Michigan Super Lawyers magazine has named Warner Norcross + Judd attorney Jennifer L. Remondino as a Rising Star. This award requires that attorneys are younger than 40 and have attained a high degree of peer recognition and personal achievement. 
 
Michigan Super Lawyers magazine has also named Super Lawyers from Warner Norcross + Judd’s Private Client and Family Office practice, including attorneys Loren M. Andrulis, Carl W. Dufendach, Mark K. Harder, Susan Gell Meyers, James J. Steffel, W. Michael Van Haren and Stephen C. Waterbury.
 
Chambers High Net Worth guide awarded a top-tier ranking to Warner Norcross + Judd in 2019 as one of Michigan’s top firms in private wealth law, and specifically recognized partners Mark K. Harder, Susan Gell Meyers, Carl W. Dufendach and W. Michael Van Haren for their expertise. 
 
Michigan Lawyers Weekly named Susan Gell Meyers as one of its leading “Women in the Law.”
 
The American College of Trust and Estate Counsel (ACTEC) has elected six Warner Norcross & Judd attorneys as Fellows, the largest number of ACTEC Fellows practicing at any Michigan firm. ACTEC Fellows in the Private Client and Family Office practice include Carl W. Dufendach, Mark K. Harder, Jennifer L. Remondino and W. Michael Van Haren.
 
Warner Norcross + Judd attorney Mark K. Harder chaired the State Bar of Michigan committee that spent more than five years writing the Michigan Trust Code, which governs how trusts are established and administered in the state.  He also co-authored a reference for attorneys and courts on the meaning of Michigan’s laws regarding probate, trusts, guardianships and conservatorships.

Resources

Legacy Matters Blog

Podcast


Videos

Succession Planning Brochure PDF


Webinar - Starting (and Sustaining) Family Meetings: An Insider's Guide

Presented by Susan Gell Meyers and Ellie Frey Zagel


Viewing this recording works best if Internet Explorer is used as your web browser.


Good communication is a cornerstone of successful wealth transfer, and family meetings are a good platform for communication. But, is there such a thing as “bad” communication or a “bad” family meeting? Is your family ready to start meeting? This webinar presents tips and lessons learned from a family meeting facilitator and a member of a family that overcame some initial stumbles and began holding successful family meetings.


Webinar - 10 Common Mistakes Managers Make

Presented by Jonathan Kok and DeAndre' Harris


Because family office managers often handle a wide variety of tasks for a family, they are bound to run into situations that they have not been trained to handle. This lack of training can lead to mistakes that cost the office and the family in time, talent, money and reputation. In this webinar, we explore typical situations where family office managers can err and provide strategies to help protect the family and keep the office compliant in potentially hazardous areas such as e-mail and text communications, talent recruitment and performance management. 

 

Case Studies

Testimonials

Events

Jun 2018
19
June 19, 2018

2018 FOX Trustees and Beneficiaries Workshop

The Metropolitan

Partner Mark Harder from our Holland office will be speaking at the FOX Trustees and Beneficiaries Workshop on June 20, 2018. The event takes place June 19-20 in Chicago and Mark will be speaking o...

Mar 2018
21
March 21, 2018

Webinar: 10 Common Mistakes Managers Make

Because family office managers often handle a wide variety of tasks for a family, they are bound to run into situations that they have not been trained to handle. This lack of training can lead t...

Oct 2017
26
October 26, 2017

Strategic Alternatives for Middle Market and Closely Held Businesses

City Flats Hotel

Join us on October 26, 2017 for a special learning event at the City Flats Hotel in Grand Rapids, MI.Why attend? Middle market and closely held businesses have delivered some of the most dynamic m...

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