Family Offices: A to Z About Acting as Legal Counsel for a Family Office


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About This Course

Family offices and ultra high-net-worth families have many complex legal issues that need to be met by competent and knowledgeable attorneys. In addition to the legal needs of multigenerational families of wealth, the creation of fast-growing companies in the technology sector and other industries has led to a new class of wealth holders who need qualified legal advisors.

Attorneys serving these families are called on to find unique legal solutions to complex issues, and therefore are best prepared to meet their clients needs if they are familiar with common issues that wealth holders face. Hear leading experts in the field discuss the latest developments in the changing landscape of Family Office Law. This CLE program will also be valuable for lawyers in transition who are exploring family office law as a focus.

Topics will include:

  • Family Offices – Types and Structures
  • Responsibility of Family Office Counsel – Best Practices
  • Regulatory issues affecting Family Offices today
  • Governance issues
  • Household staff issues, contracts and confidentiality
  • Reputation management
  • Succession issues – creating a lasting family unit rather than rifts for generations

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