Family Office

Overview

Carmody is a trusted advisor to family offices of all sizes. As a full-service law firm, we have a team of experienced attorneys from multidisciplinary practices who can meet the legal needs of any family organization. We regularly work with family members and their financial advisors to provide legal and practical advice on the broad range of issues that family offices encounter including:

  • Business succession planning and implementation
  • Corporate formation, governance, and maintenance
  • Direct investing
  • Employment and benefit matters
  • Executive compensation
  • Family governance
  • Financing and lending, including intra-family loans and notes
  • Immigration, citizenship, and expatriation matters
  • Litigation and dispute resolution
  • Philanthropy, including private foundation formation, management, and compliance
  • Private investments, including startups, private equity, and hedge funds
  • Real estate transactions
  • Regulatory, compliance, and exemption matters
  • Tax matters
  • Trust and estate planning and administration

Family Office Attorneys

Industries

Industries

Cannabis, Hemp and CBD

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Healthcare

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Financial Institutions

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Energy

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Education

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