Family Office Services
Our attorneys regularly assist family offices, their executives, and family principals in addressing an array of governance, transactional, and litigation matters. We routinely leverage in-house expertise and the expertise of our network of premier wealth managers, consultants, accountants, and insurance and financial professionals to serve our family office clients in Arizona and throughout the country. This team-oriented approach enables our attorneys to proactively address a wide array of issues affecting our clients, including those relating to property acquisitions, private equity investment, securities, real estate, trusts and estates, and risk management.
Among other services, our attorneys advise our family office clients in the establishment and management of family offices, crafting legacy plans, enhancing legacy plans through the development of family constitutions and other guiding documents, creating prenuptial and post-nuptial agreements, and establishing private trust structures and family limited partnerships.
Many of our family office clients value the personal and societal benefits of charitable giving. We collaborate with our clients to identify meaningful philanthropic opportunities and design effective giving efforts to maximize these benefits and achieve tax savings. Attorneys Keith Galbut and Grant Frazier have significant experience organizing philanthropic fundraising for and through civic organizations, education organizations, healthcare organizations, veterans organizations, and international business and policy groups.