Family Office

EP&G’s Family Office Practice Group offers a comprehensive, responsive and universal approach to serving family offices.

Our team handles a broad array of issues that arise with high-net-worth persons and families. We draw talent from our Trusts & Estates, Transactional, Real Estate and Family Law Departments, as well as from trusted outside advisors in tax, accounting, and global asset management.

We are available to handle matters both small and large from assisting our clients from the earliest stages of forming their family office through helping manage personal wealth through tax, investment and planning strategies, as well as developing effective estate-planning strategies. We also help our clients with all of their needs in their family-owned businesses, including developing effective inter-generational transfers of control and creating effective exit strategies. Concerning real estate matters, we have advised on numerous 1031 exchanges, tenancy in common, and similar strategies in real estate transactions across the country.

When you have complex finances and holdings, you need complex problem-solving.  EP&G’s Family Office Practice Group will provide you with the wrap-around services you need and deserve.