Overview
Family Office
The attorneys at Chamberlain Hrdlicka understand the nature of representing wealthy individuals and their families. Our Family Office attorneys are very knowledgeable in not only establishing, but sustaining a Family Office for future generations.
We can offer our clients an array of services including investment management regulation and compliance, income, estate and gift tax planning, and business succession planning. We can also analyze the legal aspects of management of closely-held businesses through a Family Office.
Presentations
Seminars & Presentations
- 43rd Annual Tax and Business Planning Virtual Seminar is on November 2-4, 2021November 4, 2021
Publications
Publications
- Scot Kirkpatrick, Stephen Heymann and Jasmin Severino’s article, “Year-End Estate and Gift Tax Planning for Tax Professionals,” in Bloomberg TaxBloomberg Tax, December 14, 2022
- Scot Kirkpatrick, Stephen Heymann and Jasmin Severino's article on “All in the Family – Transition Strategies for Family Businesses” in Bloomberg TaxBloomberg Tax, November 9, 2022
- Estate Planning, October 1, 2017