Family Offices


Family offices are one of the fastest growing investment vehicles today. As concerns about wealth preservation and succession planning within family businesses continue to rise, wealthy families are increasingly evaluating the benefits of setting one up. However, each family business has its unique set of needs, which requires a unique set of solutions.

Blank Rome understands the importance of preserving the wealth built by your families and businesses. We take the time to learn about your culture and goals so we can customize solutions that will meet your specific objectives. Our dedicated team draws upon the experience of attorneys throughout the firm, including those focused on corporate, M&A, securities, finance, labor and employment, real estate, trusts & estates, intellectual property, and matrimonial & family law. We provide comprehensive legal services to assist business owners in forming and managing family offices and private trust structures.

We understand the complexity and the challenges—legal, business, and personal—involved in owning and running a family business and family offices. We view ourselves as “family business advisers” and collaborate with your accountants, investment advisers, financial planners, and life insurance professionals, enabling them to develop and implement appropriate and tax-effective strategies for asset management, business succession planning, and the transmission of wealth to subsequent generations.

How We Can Help

  • Corporate governance
  • Finance
  • Funds and investment management
  • Fund to fund investments
  • Intellectual property
  • Labor and employment
  • Litigation
  • Matrimonial and family law
  • Mergers and acquisitions
  • Organizational structure
  • Private equity
  • Real estate
  • Regulatory compliance
  • Capital markets
  • Tax
  • Trusts and estates
  • Venture capital