Multidisciplinary Legal Support for Your Family
At Stuart Green Law, we put a premium on a multidisciplinary approach to client service. Our understanding for collaboration across disciplines and advisors has proven invaluable to clients in the pursuit of the ongoing success of the family business and personal interests. Our deep experience in tax, law, accounting, finance, and philanthropy means we don’t just provide legal answers, but we provide comprehensive answers and solutions to our clients’ most pressing needs.
While every wealthy family may not be ready for a true “family office,” many are in deep need of a trusted family advisor who is always on call to lead the family through the entire spectrum of complex business issues and personal obstacles. This has led many clients to consider our team to be part of their family as we work with many multi-family offices.
How We Can Help You & Your Family
Wealthy families often have a deep bench of advisors, but they rarely have a leader. That’s where we step in. Our Family Office attorney services can take many forms and may include one-off projects that have to be quarterbacked or on-going guidance and leadership.
Our Family Office clients often have a broad array of investments, businesses, and personal issues surrounding general lifestyle, travel, personal matters for family members, income tax and estate planning strategies, liability protection, entity creation, state and federal securities, and accounting compliance issues, among others. When it is an issue outside of our immediate purview, we identify and coordinate with other professionals in different disciplines to assist. We regularly coordinate issues related to the following areas for clients:
- Trust & estate planning
- Estate, gift, and generation-skipping transfer tax
- Income tax
- State and local tax (Property, Sales & Use, Employment, Severance, Franchise, Privilege, Abandoned and unclaimed property, Insurance Premium, etc.)
- Trust administration
- Estate administration
- Dispute resolution services
- Tax-exempt organization
- Philanthropic strategies
- Crisis management
- Transaction due diligence
- Private securities offerings, including co-investments with family offices
- Assistance with investing in private equity and venture funds
- Representation of families in various financing transactions
- Valuations
- Technology
- State and federal securities
- Private trust company
- Fiduciary accounting
- Family privacy
- Intellectual property
- Entity creation and ongoing management services
- Liability analysis and asset protection
- Asset Protection Trusts
- Business succession
- Family office design and governance
- Tax Credits & Economic Development Incentives
- Indirect Taxes (Value Added Tax, Consumption, Environmental, Excise, Telecommunication, etc.)
- Mergers, acquisitions, dispositions, joint ventures, and strategic alliances
- Negotiation of contractual agreements
- Selling a business
- Purchasing a business
Legal Counsel Your Family Can Turn To
At Stuart Green Law, we are dedicated to offering comprehensive legal solutions that address the unique needs of your family office. Our multidisciplinary approach ensures that every aspect of your family’s business and personal interests is covered, from tax planning to asset protection. We pride ourselves on being more than just attorneys; we’re trusted advisors who are committed to the success and longevity of your family’s legacy. If you’re looking for legal guidance that goes beyond the conventional, reach out to us. Let’s discuss how we can support you and your family in achieving your goals and safeguarding your future.