Private Client

Family Office & Private Wealth

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Sections

Overview

Seward & Kissel’s Family Office & Private Wealth practice brings together attorneys from our Private Client Group, Investment Management, Taxation, Business Transactions, Litigation, and Employment practices to deliver integrated solutions tailored to family office clients.

We advise singlefamily and multifamily offices on formation, structuring, and ongoing operations, as well as on charitable initiatives, including private foundations, public charities, and sophisticated gifting strategies. 

As family offices expand into direct investments, coinvestments, and relationships with thirdparty capital, we advise on the regulatory, tax, and structuring considerations that accompany these activities, including compliance with the family office exemption and related frameworks. We also counsel on domestic and international trust structures, asset protection, and longterm wealth planning objectives. 

Following formation, we continue to support clients on governance, internal policies, employment and compensation matters, and ongoing regulatory and tax issues. Drawing on the firm’s investment management and transactional capabilities, we advise on private fund investments, direct transactions, joint ventures, and complex financing arrangements. This multidisciplinary approach allows us to address the full range of legal and operational needs of modern family offices with clarity and efficiency. 

Capabilities

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