Family Office and Strategic Investments

We stand as the preeminent choice for clients seeking advanced estate planning, and trust and estate administration counsel. With a legacy of exceptional performance spanning decades, our attorneys possess a deep understanding of the nuances inherent to these particular legal areas. Our commitment to precision and innovation empowers us to craft tailored solutions that go beyond conventional strategies, ensuring the seamless protection and distribution of assets in accordance with our clients’ wishes. As leaders in the field, we leverage our extensive experience to navigate complex tax regulations, asset preservation, and multi-generational wealth transfer. With Wiggin and Dana, clients can trust that their advanced estate planning and trust and estate administration needs are met with the highest level of skill, insight, and personalized attention. Click to View Our Related Service Page:

• Estate Planning
• Trust and Estate Administration

When it comes to assisting private investment and venture investment clients as they embark on their initial steps, Wiggin and Dana stands as the ideal partner. With the unique blend of experience held by the largest law firms, and the personalized attention of a smaller boutique firm, we offer an unparalleled advantage to our clients.

We pride ourselves on maintaining a close-knit and approachable atmosphere, enabling us to provide steadfast guidance and unwavering support to our clients throughout their entrepreneurial endeavors. We understand that getting started in private and venture investment requires tailored guidance and an intimate understanding of each client’s specific needs and aspirations. As such, we go beyond the conventional legal counsel to foster lasting partnerships with our clients, guiding them every step of the way and empowering them to achieve their investment goals with confidence and clarity.

At Wiggin and Dana, we advise clients in fund investments and direct investments, ranging from early-stage friends and family or SAFE rounds, to leading priced rounds. We also represent family offices and investors in exit transactions.

At Wiggin and Dana, we are well-versed in the unique challenges and opportunities presented by commercial real estate and high-end residential properties alike, enabling us to provide insightful guidance tailored to each client’s individual requirements and pressure points. Furthermore, our strong connections in the industry serve as an invaluable asset, granting us access to a network of key players, including developers, investors, brokers, and other relevant stakeholders. This network allows us to stay ahead of industry trends, anticipate market shifts, and provide our clients with a competitive edge.

Whether it’s help with design and construction matters, the development of luxury real estate projects, or the financing, acquisition or leasing of prestigious properties, our commitment ensures that our real estate clients receive unparalleled legal representation every step of the way. Learn more about Wiggin and Dana real estate services here.

With a deep understanding of the complexities surrounding wealth transfer and intergenerational continuity, our firm possesses the experience and resources needed to navigate the details of family dynamics and financial stewardship. We bring decades of experience in crafting comprehensive and tailored succession plans, ensuring a seamless transition of wealth and governance for future generations. We recognize that each client has their own unique values, objectives, and aspirations, and we take a personalized approach to address their specific needs. Through collaborative discussions and strategic analysis, we develop customized plans that protect and grow the family’s wealth, safeguarding their legacy for years to come. Our unwavering commitment to discretion and confidentiality, combined with our proactive approach to anticipating potential challenges, makes Wiggin and Dana the trusted partner for high-net-worth family and family office clients seeking the best in succession planning guidance.

Wiggin and Dana is the ideal partner for clients embroiled in private wealth disputes, offering an unmatched blend of compassionate guidance and tailored solutions. With an impressive track record of success, our private wealth disputes team is well-versed in deciphering the legal, financial, and emotional complexities of private wealth matters. We are committed to providing a strategic and empathetic approach to resolving disputes that involve challenging financial and familial dynamics.

Leveraging our extensive experience and meticulous attention to detail, we navigate the most complicated and contentious private wealth disputes to protect our clients’ interests and achieve favorable outcomes. Whether the dispute involves disagreements over the valuation and division of business entities, the allocation of real estate properties, or the interpretation of trust documents, our clients can confidently rely on Wiggin and Dana to guide them through the maze of private wealth disputes, ensuring their rights and assets are protected with the highest level of proficiency and care.

Wiggin and Dana provides sophisticated legal support for complex matrimonial matters, catering specifically to the needs of our high-net-worth family and family office clients. Our team brings a nuanced understanding of the challenging financial and emotional dynamics inherent in such cases.

We handle matters involving complex asset valuation, property division, spousal support, and prenuptial agreements in the most seamless manner possible. Our attorneys recognize the significance of preserving your wealth and financial well-being during life-altering transitions, and we strive to secure equitable solutions that protect your rights and best interests every step of the way.

We also provide tailored strategies to ensure that family wealth remains intact and efficiently managed through divorce or separation. Our deep understanding of family dynamics and intricate financial structures allows us to navigate matrimonial matters within the context of broader family office goals.

At Wiggin and Dana, we appreciate that matrimonial matters are often highly emotional. With our compassionate yet strategic approach, we prioritize not only the legal resolution but also the emotional well-being of our clients. By leveraging our extensive experience with high-net-worth family and family office clients, we empower you to navigate these challenges with skill, sensitivity, and a commitment to protecting your financial and familial interests.

All high-net-worth individuals and businesses, regardless of industry or size, should be prepared for cybersecurity risks and data breaches. As a senior government official noted, businesses today fall into two categories: those aware of hacks and those yet to discover them. Any operation reliant on networks and digital systems faces cyber-risk.

Wiggin and Dana’s specialized cybersecurity and data privacy team is adept in evolving cyber threats, offering tailored services to safeguard sensitive information. Our services encompass:

• Incident response and breach preparedness
• Privacy and data security policies, staff training
• Risk assessment and compliance
• Internal investigations
• Litigation
• Cyber-risk in procurement and outsourcing
• Cyber-liability insurance options

Prioritize data privacy if your business:

• Holds proprietary data on systems, internal or outsourced
• Depends on secure data for operations and continuity
• Aims to mitigate public breach exposure

Small and mid-sized businesses are equally vulnerable. In fact, studies reveal them to be particularly attractive targets. The solution isn’t “zero preparation,” but the right preparation. Wiggin empowers you to anticipate risks and provides guidance amid breaches or disputes.

When it comes to tax issues, high-net-worth families and family offices require effective guidance and strategic solutions. At Wiggin and Dana, our seasoned tax attorneys ensure that your financial endeavors are optimized for both compliance and efficiency.

Our goal is to minimize tax liabilities while maximizing opportunities for wealth accumulation and asset protection. Whether you’re considering complex estate and gift tax planning, structuring charitable giving vehicles, or managing cross-border tax implications, our tailored solutions align with your unique financial goals.

Family offices, as stewards of multi-generational wealth, specifically benefit from our adept handling of intricate tax matters. We offer guidance on efficient wealth transfer strategies, generation-skipping tax planning, and the creation of family office structures that address both administrative needs and tax optimization. By providing comprehensive insights and strategic foresight, we empower family offices to sustain and enhance their legacy.

At Wiggin and Dana, we recognize that tax issues are not isolated concerns but integral components of your broader financial aspirations. With our attention to detail and forward-thinking approach, we empower you to navigate the ever-evolving tax landscape with confidence. Whether it’s minimizing tax exposure, maximizing charitable impact, or ensuring seamless multi-generational wealth transfer, we are committed to securing your financial success while alleviating the complexities of tax-related matters.