Our multidisciplinary approach to the dynamics of family business and private wealth focuses on building a legacy that achieves our clients’ philanthropic and personal goals. We advise individuals, families, family offices and related entities on creating philanthropic vehicles, such as private foundations, donor-advised funds and supporting organizations to reflect their unique personal vision for charitable giving.
We form, structure and oversee charitable entities based on our clients’ charitable giving goals and values. Our representation of private foundations and other tax-exempt organizations gives us insights into the complex finance, tax and regulatory issues impacting these entities, making us uniquely qualified to structure private foundations and other charitable entities in tandem with our clients’ overall wealth management strategies and estate planning objectives.