Finn Dixon & Herling LLP provides a broad range of legal services to family offices, drawing on practitioners from the various practice areas within the firm. For each client relationship, we endeavor to familiarize ourselves with applicable facts, circumstances, objectives, priorities, challenges and sensitivities, with a view to providing customized advice and services that are delivered in an optimal and “value add” manner. When and as appropriate, we coordinate and collaborate with family members as well as family advisors (such as wealth managers, accountants, brokers, custodians, insurance experts, trusts and estates advisors, and public relations advisors).
We provide advice and assistance regarding the following matters:
Establishment / Operation of Family Office
Investment Activities
Regulation, Compliance, Enforcement