Family Office

For decades, Wiggin and Dana has been a trusted advisor to family office enterprises and individual family members alike, helping to meet their often complex legal needs while developing an understanding of each client's priorities, goals and values along the way. As a full-service law firm, we are ideally equipped to meet the needs of the modern family office of any size, and we routinely provide a full complement of interdisciplinary legal services to effectively and efficiently address the critical issues our family office clients face, including:

  • Direct investments and portfolio company representation;
  • Business succession planning;
  • Trust and estate planning and administration;
  • Philanthropy, including foundation management and design;
  • Regulatory, compliance and exemption matters;
  • Family governance;
  • Corporate/fund formation and governance;
  • Finance and lending;
  • Commercial and residential real estate;
  • Design and construction matters;
  • Litigation and dispute resolution;
  • Art collection matters;
  • Tax issues;
  • Immigration matters; and
  • Employment and benefit matters

Our family office clients range from multimillion-dollar domestic organizations with little back-office support to billion-dollar international enterprises run by teams of experienced professionals. As the role of the family office continues to increase in the private investment community, we bring our family office clients a level of expertise that can only be derived from decades of experience working with private investors and navigating traditional family dynamics. We understand that family offices are established to manage and maintain the financial future of the family, and with our broad-based team of experienced attorneys from multidisciplinary practices, we can meet the legal needs of any family organization while working with family members and their financial advisors to develop systematic strategies in support of their short- and long-term goals.