Family Office Services
Sick Legal is a trusted advisor to family offices and individual family members. We help our clients meet their complex legal needs through our focus on forging a deep understanding of each client’s priorities, goals and values along the way. With our emphasis on close relationships and understanding of objectives, we are uniquely equipped to meet the needs of our clients.
Along with our dedicated family office practice, we are able to offer our clients a wide range of integrative legal services across other legal areas to help our family office clients face whatever issue may arise. Our family office clients make particular use of the firm’s Legal Concierge service so they have their own personal lawyer “on-call” whenever they need it.
Our family office services include:
Family office design, formation and setup
Direct investments and portfolio company representation
Business succession planning
Trust and estate planning and administration
Philanthropy, including foundation management and design
Regulatory, compliance and exemption matters
Family governance, education and communications
Corporate/fund formation and governance
Advising on donations and contributions to political candidates and Political Action Committees (PACs)
Liability analysis and protection
Entity creation and ongoing management
Finance and lending
Commercial and residential real estate
Design and construction matters
Litigation and dispute resolution
Tax issues
Employment and benefit matters