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, trusts and business succession planning. We can also analyze the legal aspects of management of closely-held businesses through a Family Office.
News
News
- The firm enhanced its 2025 Best Law Firms in America rankings, with eight national and 36 metro designationsNovember 7, 2024
- Chamberlain Hrdlicka to Sponsor and Shareholders to be PanelistsOctober 29, 2024
- Former IRS Commissioner and Shareholder Chuck Rettig Adds Insights to Law360 ArticleOctober 16, 2024
- Habeeb 'Hobbs' Gnaim named Legal Advisor of the Year finalist; eight firm-led transactions recognized in 14 Deal of the Year categoriesOctober 10, 2024
- A Q&A with Houston Shareholder Brett Berly in Texas LawyerOctober 2, 2024
- Houston-based Team Represented NOVUM Consulting Group in New PartnershipSeptember 4, 2024
- Houston Shareholders Among FinalistsAugust 22, 2024
- Atlanta Office a Top Workplaces 2024 HonoreeAugust 20, 2024
- Best Lawyers in America® recognizes 87 Chamberlain Hrdlicka attorneys in a peer selection process for the 2025 edition of Best Lawyers in AmericaAugust 15, 2024
- Chuck Rettig Adds Insights to Bloomberg Tax ArticleJuly 30, 2024
- Rettig Contributes to Tax Notes ArticleJuly 30, 2024
- The Firm Maintains and Adds New Private Wealth and Private Wealth Disputes Rankings in Texas and NationwideJuly 25, 2024
- Shareholder and head of the Tax Planning & Business Transactions group named Lawyer of the YearJuly 23, 2024
- Shareholder Chuck Rettig adds to discussion in FortuneJuly 22, 2024
- Habeeb (Hobbs) Gnaim and David Pierson Win Deal of the Year AwardJuly 17, 2024
- Charles Rettig Adds His Insight to Tax Notes ArticleJune 27, 2024
- On "Ask the CIO" Podcast, Former IRS CIO Nancy Sieger Acknowledges Charles Rettig's Leadership at the IRSJune 4, 2024
- Habeeb 'Hobbs' Gnaim Led Two Transactions Winning ACG 7th Annual Deal of the Year AwardsApril 30, 2024
- Atlanta Business Chronicle 2023-2024 rankings lists Chamberlain HrdlickaApril 15, 2024
- Charles Rettig quoted in Journal of Accountancy articleMarch 26, 2024
- Chuck Rettig mentioned in CPA Practice AdvisorMarch 14, 2024
- Charles Rettig in Law360 Pulse articleMarch 6, 2024
- Charles Rettig article in the Texas LawyerMarch 5, 2024
- Charles Rettig, former IRS Commissioner, joins Chamberlain HrdlickaMarch 4, 2024
- Emily Dabney's arrival to the firm was highlighted in an article in Law360 PulseLaw360 Pulse, March 7, 2023
- Emily Dabney joins Chamberlain Hrdlicka's Atlanta OfficeMarch 6, 2023
- Article published in the Daily Report highlighted Firm's recent elevationsDaily Report, February 20, 2023
- Attorneys in the Chamberlain Hrdlicka Atlanta, Houston and San Antonio offices elevated to Equity Shareholder and ShareholderFebruary 8, 2023
- Article published in Law360 Pulse highlighted Firm's recent shareholder elevationsLaw360 Pulse, February 8, 2023
Presentations
Seminars & Presentations
- Sante Fe, New Mexico, April 24, 2025
- Speaker: Foreign Trusts: New RegulationsHouston, Texas, November 22, 2024
- Panelist: Tax Enforcement of the Global Taxpayer: Crossing the LineAnaheim, California, November 8, 2024
- Panelist: US Planning Structures for Foreigners That Take Into Account Foreign Tax LawAnaheim, California, November 7, 2024
- Keynote Speaker: From the Commissioner, A Look Inside the IRSWaikiki, Hawaii, November 6, 2024
- Panelist: How the IRS is Changing and What to Expect in the FutureWaikiki, Hawaii, November 5, 2024
- Panelist: Tax Treaties for the Wealth Transfer ProfessionalWaikiki, Hawaii, November 5, 2024
- Register now for Chamberlain Hrdlicka's 47th Annual Houston Tax and Business Planning SeminarThe Houstonian Hotel 111 N. Post Oak Lane Houston, Texas 77024, October 30, 2024
- GST for DummiesAustin, Texas, September 20, 2024
- Keynote Address: Experience and Legacy in the Tax WorldLas Vegas, Nevada, September 18, 2024
- 43rd Annual Tax and Business Planning Virtual Seminar is on November 2-4, 2021November 4, 2021
Publications
Publications
- Shareholder Patrick W. Martin and Associate Luz Villegas-Bañuelos Published in Tax NotesNovember 4, 2024
- 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