Our First Legal Family Office is a service designed to provide comprehensive legal, fiduciary, and tax coordination for families facing intricate family situations or complex fiduciary structures. This offering is specifically tailored to clients who fall within the UHNW category (Ultra High Net Worth – with assets exceeding 30 million dollars and a certain level of complexity) or to institutional clients (with assets exceeding 100 million dollars and a certain level of complexity).
What you might not be aware of is our collaboration with specialized financial institutions that cater to such clients, including private bankers and multi-family offices. It’s important to note that we don’t replace or substitute anyone; rather, we work in partnership with our clients, taking a proactive approach to serve as their exclusive point of contact for their legal, accounting, and international fiduciary needs. In essence, our role encompasses the selection, organization, and oversight of all legal, accounting, and fiduciary service providers for these clients. We provide them with guidance to safeguard their assets and attain their estate planning objectives, such as maximizing privacy, minimizing tax liabilities and contingencies with tax authorities, structuring succession plans, determining the most suitable jurisdiction, and more.