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Family Office Attorneys – Trusted Counsel for High Net Worth Families

Family Offices are designed to maximize intergenerational wealth management by employing a sophisticated and disciplined approach to achieve set financial goals in all market conditions.

Why Family Offices Should Have Experienced Securities Counsel As Part of Their Team

Our goal is to efficiently, economically and expeditiously accomplish whatever our clients need – whether the project requires a single, well-placed phone call or a comprehensive suite of professional services. As counsel to family office clients, our lawyers always are accessible and able to handle small and major matters with equal ease and attention.

Beyond wealth management and preservation, family offices promote unity through financial education, family governance structures, and transparent communication. Our experienced attorneys support the needs of family offices which can include:

Bakhtiari & Harrison Provides Value to The Family Office

We ensure the highest level of confidentiality and privacy. Bakhtiari & Harrison provides exceptional legal representation and services tailored to family offices. Our expert team excels in providing client centered solutions for family offices and foundations managing complex portfolios.

At Bakhtiari & Harrison, we deliver comprehensive solutions that address challenging issues such as oversight, reporting, investment due diligence, and risk management, all customized to meet the unique needs of distinguished families. Discover how our dedicated legal services can safeguard and enhance your wealth management strategy.

Bakhtiari & Harrison is an AV-rated, battle-tested law firm focused on the worldwide representation of clients in complex arbitration, litigation, and related legal services in securities industry matters. We can assist family offices in working to prevent or mitigate disputes before they turn into a claim filed in court or arbitration.

The firm’s partners have extensive experience in securities, employment and regulatory matters.  Our focus is on delivering strategic and creative client-centric solutions. The firm represents financial services professionals, registered investment advisors and broker-dealers in employment matters, industry disputes and regulatory investigations.