Family Office Services

Many private family clients utilize family offices to manage the financial and personal business of individual families. Some of these offices include management of family wealth and trust operations.

Taft’s private client attorneys represent a number of major family office clients. These families are the founders or descendants of the founders of significant companies (now publicly traded) involved in pharmaceuticals, banking, coal mining, real estate and hotels, and industrial businesses, to name a few. Services have included:

  • Real estate investment transactions, both through fund managers and directly.
  • Direct private equity investments.
  • Various trust administrative and management issues, specifically including settlement of disputes concerning trust dispositions.
  • Personal matters for various family members, including investments, claims and other family matters.

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