Family Office Attorney

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.

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:

• Legacy Planning
• Family Governance
• Wealth Transfer
• Trust Services
• Wealth & Investment Management
• Banking & Lending Solutions
• Insurance & Annuities
• Risk Management

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.