Family Office Legal Services
Expert Legal Support from Frost Brown Todd
At Frost Brown Todd, we offer comprehensive family office services, leveraging the expertise of over 600 attorneys in various capacities. We are dedicated to providing practical advice on best practices in areas such as estate planning, risk management, philanthropic goals, and a wide range of legal services.
With Jillyn Verdon as a partner at FBT, we bring over 30 years of experience to the table, offering an array of legal services that are typically found only in law firms with the depth and breadth of Frost Brown Todd.
As Frost Brown Todd, we are here to help you with your unique needs:
•Protecting your wealth.
•Preserving your legacy.
•Aligning your family’s needs and dynamics.
Core Legal Services for Your Family Office
Structuring and Tax Optimization
At Frost Brown Todd, we focus on structuring and tax optimization for your family office. Whether you’re considering a corporation, LLC, or partnership, our team, with locations including Newport Beach and 18 others throughout the USA, crafts structures that perfectly fit your family’s needs. Plus, we tackle taxes head-on, navigating California tax laws and beyond to save money and lock in your wealth for years.
•Custom setups: corporations, LLCs, partnerships.
•Innovative tax plans for California and global rules.
•Wealth is locked down tight
Investments and Operations
At Frost Brown Todd, we understand that your family office may explore various investment opportunities such as private equity, hedge funds, or real estate deals.
Located in Newport Beach and our 18 other locations, our team reviews each investment, negotiates terms, and ensures compliance with California and federal securities laws.
Our services in Investments and Operations include:
•Covering private equity, real estate, and hedge funds.
•Performing deep checks and deal-making.
•Ensuring you stay legal with securities.
Private General Counsel
We understand the need for a reliable legal advisor. We offer private general counsel services, providing a single point of contact for all your legal needs. We handle everything and give you the full scoop on risks and wins and benefits of establishing a structured family office.
Contact Jillyn Verdon, and she will guide you through the process.
Our Private General Counsel services include:
•Providing one contact for all legal matters.
•Offering big-picture advice you can trust.
Coordinating and addressing legal issues as they arise, offering a 360-degree view of potential benefits and risks associated with various decisions.
Governance and Family Values
Good governance keeps your family office transparent and fair. From Newport Beach and or other locations, we write up family constitutions and agreements that perfectly match your needs.
Succession Planning
Passing the torch to the next generation takes planning. We build strategies and buy-sell agreements here at FBT to keep your California family office strong.
- Plans for who’s next.
- Smooth handoffs with solid and transparent due dilegence.
Estate Planning
Taxes? Fiduciary duties? Wealth goals? Our estate planning in our California locations cuts through the noise with custom plans for your family.
- Reduce taxes and meet duties.
- Tailored wealth transfer.
Risk Management and Compliance
Rules are everywhere, including SEC, CFTC, and California regulations. Frost Brown Todd works closely your family office with innovative risk planning.
- Stay on top of SEC and California laws.
- Keeps risks low, wealth safe.
Philanthropy and Legacy
We can assist your family office in achieving its philanthropic and legacy goals. We set up trusts and foundations, blending charitable giving with your family’s unique objectives.
Our Philanthropic and Legacy services include:
•Creating charitable setups that save taxes.
•Developing legacy plans with heart.
Structuring specialized trusts that combine estate planning and philanthropic objectives.
We can also help you establish private foundations and navigate tax-exempt planning.
Family Dynamics
We get your family—your values, your desires to maintain the wealth throughout the family. Frost Brown Todd in Newport Beach tailors legal help to fit your specific needs.
Specialized Legal Services
Trust and Estate Planning
Trusts and estates can get complicated quickly due to blended family situations, etc. We make our estate planning very focused based on your family dynamics, protecting and passing on wealth to your family.
Family-Owned Businesses
Should you have a family business or several businesses, we help guide you through the process. With over 600+ attorneys, we work with our team to ensure you get the proper counsel deemed necessary.
Wealth Transfer
Moving wealth across generations—or through divorce—is tricky. We handle it with care as we understand family dynamics can be fragile and we help to ensure a cohesive and successful output
Tax Planning
With our tax planning team here are Frost Brown Todd, we can help guide you through the myriad of questions you may have to ensure proper legal advice.
Asset Management
At Frost Brown Todd, we can assist family offices with asset management through expert advice in Newport Beach.
Our asset management services include:
•Real estate counsel.
•Guidance for property handling.
•Protection of high-end purchases.
•Investment negotiation and execution, including private equity and hedge fund investments.
•Negotiating industry service agreements
Dispute Resolution
Fights happen—partnerships, taxes, contracts. We settle them fast in Orange County.
- Fixes partnership or tax messes.
- Fights for you in court.
Personal Legal Needs
We understand that family offices often require assistance with personal legal needs. We cover it all with discretion.
Our Personal Legal Needs services include:
•Drafting prenuptial agreements.
•Protecting your privacy and secrets.
•Handling sensitive personal matters quietly.
We also offer guidance on divorce questions and nondisclosure agreements.
Luxury Assets
We recognize that family offices often deal with luxury assets. We sort out the buying, selling, and taxes.
Our Luxury Assets services include:
• Managing luxury deals.
• Ensuring taxes are done right.
• Advising on purchase, sale, leasing, maintenance, and taxation concerns involving watercraft, aircraft, rare motor vehicles, and fine art.
• Protecting your high-end buys.
Why Frost Brown Todd?
At Frost Brown Todd in Newport Beach, Los Angeles and our San Francisco location we can help your family office achieve significant advantages.
We ensure:
•You control more of your assets and business decisions.
•Privacy and create customized plans tailored to your family’s specific needs in California.
•Your family’s wealth and potential risks are managed intelligently.
•Establish a lasting legacy for future generations.
We offer a comprehensive perspective, making sure everything operates smoothly while decision-makers are still actively involved
Reach Out to Frost Brown Todd
We recognize that running a family office means tackling a legal jungle. It’s a tough endeavor, but with our know-how and local edge in California, we can help you protect your wealth, secure your legacy, and keep you legal.
We invite you to contact us now so that we can build something great for your California family.
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