Family Office Services

Culhane Meadows’ multidisciplinary practice enables the firm to seamlessly and efficiently assist family offices with the assorted needs they encounter – from business investments to wealth preservation strategies.

Culhane Meadows regularly serves as a valued advisor for single and multi-family offices. Intertwined within family office representation is the depth of Culhane Meadows partners’ experience working with high net worth individuals; we are trusted resources for these clients, and are intricately familiar with their specific needs, including the need for privacy and the multi-generational impact they hope to achieve.  Culhane Meadows attorneys work closely with family offices to ensure that general financial, charitable and strategic objective growth goals are implemented optimally, and that those goals – both immediate and long-term – are achieved.

Our clients include both established family offices and those still in the start-up phase.  The services we provide to our established family office clients typically include multi-generational estate planning, philanthropic planning and attention to a wide variety of family business and asset issues. We work closely with the family’s accountants and investment advisors and help “quarterback” the more complex matters.  With new (or soon to be created) offices we also help plan the family office structure to best serve the client’s anticipated needs.

Our services include review of investment opportunities in private equity, public benefit and start-up ventures.  We help private clients measure opportunities against their long-term financial, personal and social goals and to evaluate those opportunities in the context of risk management.  When appropriate, we assist with formation of new entities the negotiation of minority and majority positions in new ventures.  We also advise on board and other management roles offered to our private clients as leaders of their business and charitable communities.

Culhane Meadows private client attorneys understand the varied and continuously evolving needs of family office clients and the level of attention they expect, and we are able to bring in special expertise wherever appropriate. In addition to individual income tax, estate planning, family foundation, business succession and investment issues, our partners are ready to help with corporate and partnership concerns, tax controversies, securities laws, litigation, employment, cybersecurity, real estate, insurance, technology and intellectual property issues.  Given this diversity of experience, Culhane Meadows is an optimal fit for the varied needs of expanding family offices.

*Culhane Meadows is ranked by U.S. News/Best Law Firms in Technology Law, Bankruptcy/Reorganization Law, and Information Technology Law. This website and the communications herein may be considered attorney advertising. Previous results are not a guarantee of future outcome. This website is for informational purposes only and does not constitute legal advice. The information herein is not intended to create an attorney-client or similar relationship. Until you establish such a relationship and receive an engagement letter, you have not hired a Culhane Meadows attorney nor become a client of the firm. Whether you are a new or existing client of the firm, Culhane Meadows must determine that there is no conflict of interest and that it is willing and otherwise able to accept the new engagement before representing you on a new matter. Only if and after Culhane Meadows has informed you it is willing and able to accept your new matter should you send the firm any information or documents that you consider private or confidential. Such information will not be treated as private, confidential or otherwise protected from disclosure until Culhane Meadows has communicated in writing that it is willing and able to accept your new matter and provide you with legal counsel. Whether you need legal services and which lawyer or law firm you select are important decisions that should not be based on this website alone.

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