The following comments from existing clients, whose names have been withheld to protect the privacy of their family operations, represent only a sample of our many family office clients. For more information or additional references, please contact Mark Harder, chair of the Family Office Industry Group.
"We are a Family Office embedded in an operating company working with the 4th and 5th generations of the family. Warner Norcross & Judd has been the lead estate planning counsel for all family members and corporate counsel for the operating companies for over 25 years. The members of the Warner team work seamlessly together keeping each other informed of important events and activities that affect our planning, and have achieved excellent results for the family and companies. We are very pleased to have them as our lead counsel."
“With Warner Norcross & Judd’s assistance, our family office was organized a few years ago for first, second, and third generation family members and our numerous family-owned companies. Warner’s experience with other family offices brought best practices to our family for an efficient and effective start and operation of our office. Their discipline, organization, creative planning and follow through have helped us successfully plan for and achieve numerous objectives, including addressing a pending estate tax and liquidity threat to family ownership, preserving harmonious long-term control of family businesses, and implementing family policies and meetings. Warner has been an essential part of our team and they seamlessly bring expertise to all of our legal needs.”
“Our entire family has benefited from the outstanding services offered by Warner Norcross. It has provided us with the ability to connect with one firm in a coordinated approach across a number of specialties. We have utilized the expertise of Warner in such areas as multi-generation estate planning, family partnership establishment and oversight, investment analysis between several fiduciary entities, the successful settlement of a large estate, and real estate contracts regarding both domestic and foreign properties. The key for me is the seamless way all these specialties work together to appear as one. I have never seen another law Firm accomplish this to such a fine degree.”