Family Offices

Moses & Singer’s Family Office practice is dedicated to the preservation of assets built by wealthy families and multigenerational businesses. To advise our clients, we draw on practitioners from nearly every discipline within the firm and work with other financial professionals, including wealth managers, accountants and insurance experts.  Moses & Singer’s diversified practice ensures that a full range of needs can be anticipated and coordinated under the leadership of our most experienced partners.

Preserving and protecting family wealth

Our nationally-recognized Family Office practice develops techniques aimed at preserving and protecting clients’ wealth from potential liability and in promoting transparent and conflict free transition among generations in closely held businesses.  We customize plans for family members, giving consideration to business impact, tax liabilities and personal risks as well as insurance coverage, asset holdings and philanthropy.

High net worth individuals turn to Moses & Singer for its experience with sophisticated trust, administrative and estate planning.    We employ varied strategies to successfully protect and transfer wealth to family members and/or charities including:

  • Family limited partnerships
  • Flexible "dynasty trusts"
  • Irrevocable life insurance trusts
  • Grantor retained annuity trusts
  • "Asset protection trusts" established in both domestic and foreign jurisdictions.

Comprehensive corporate services

Family Offices face the same complexity and regulatory requirements as other small investment companies.  As such, Moses & Singer provides a complete suite of services aimed at ensuring the proper management of the firm from an administrative standpoint. 

We work with families to form the entity, develop the documentation for its capital structure and governance, and suggest best practices for day-to-day management.  We have a deep practice in employment and labor relations, providing counsel on benefits administration, executive contracts and compensation, confidentiality agreements and dispute resolution.  Crafting agreements between family members and succession planning are focal points of our practice as well.

The Firm represents a multitude of closely held businesses, offering counsel on complex shareholder and operating agreements. This often enables those who most contribute to the welfare and betterment of the family to be rewarded appropriately in the form of buy-outs and preferred status while still providing security to the family members who choose different  paths.

Securities and investment-related services

Moses & Singer provides counsel on a wide range of investment opportunities.  We represent Family Offices on matters concerning federal and state securities laws, private securities offerings, investment advisory services, state filings and related registrations.   On complex investments such as private equity deals, hedge funds, and private placements, we review the offering and guide Family Offices on achieving the most advantageous position from a legal and tax perspective.

Within the family, Moses & Singer creates private trust companies, credit arrangements and business agreements among family members.

Real estate investment and management

The firm’s extensive practice in Real Estate offers distinct benefits to Family Offices.  Our representation covers the full range of real estate transactions on the investment side as well as the ongoing maintenance of existing properties.  This includes:

  • Formation of ownership structures, such as partnerships and LLCs
  • Property acquisition
  • Development and construction
  • Leasing and property sales
  • Ongoing operation of real estate assets

Matrimonial and Commercial Litigation

Moses & Singer attorneys work diligently to avoid and settle disputes.  However, if settlement is unattainable, we zealously represent clients on personal and commercial litigation.  The Matrimonial and Family Law practice handles:

  • Prenuptial and post-nuptial agreements
  • Separation and divorce agreements
  • Child custody and visitation
  • Child support and ongoing compliance with the marital settlement
  • Estate-related litigation, such as contested wills and fiduciary disputes

With respect to Litigation the firm offers a vast track record of experience in resolving disputes among family members and on behalf of commercial enterprises.  We represent parties in all aspects of contract disputes including:

  • Trusts and estates
  • Business and contract litigation
  • Employment litigation
  • Real estate and land title
  • Bankruptcy
  • Intellectual property

Specialized and strategic services

The firm offers a variety of specialized services for wealthy families with unique investment interests.   For example, the firm has expertise in art law.  This area covers the buying, selling and auctioning of art, jewelry and costly assets.  Our Intellectual Property and our Sports and Entertainment groups can provide guidance on investments related to technology, publications, entertainment, sports teams and unique ventures including contracts, licensing and royalties.   Many Family Offices are interested in acquiring distressed assets in or out of bankruptcy.  Our Bankruptcy group can connect Family Offices with strategic opportunities in this sphere.

Supporting philanthropic activities

The firm offers guidance on the establishment of charitable foundations, both public and private.  We work with family members on the creation of the foundation, its governance and best practices.   Our attorneys work with Family Offices on grant-making activities, asset management issues and compliance with tax regulations.

Moses & Singer is one of a handful of professional firms recommended by Family Office Metrics, a consulting firm specializing in family office creation and operations. 

For more information please contact us.

Prior results do not guarantee a similar outcome.

Overview

Moses & Singer’s Family Office practice is dedicated to the preservation of assets built by wealthy families and multigenerational businesses. To advise our clients, we draw on practitioners from nearly every discipline within the firm and work with other financial professionals, including wealth managers, accountants and insurance experts.  Moses & Singer’s diversified practice ensures that a full range of needs can be anticipated and coordinated under the leadership of our most experienced partners.

Preserving and protecting family wealth

Our nationally-recognized Family Office practice develops techniques aimed at preserving and protecting clients’ wealth from potential liability and in promoting transparent and conflict free transition among generations in closely held businesses.  We customize plans for family members, giving consideration to business impact, tax liabilities and personal risks as well as insurance coverage, asset holdings and philanthropy.

High net worth individuals turn to Moses & Singer for its experience with sophisticated trust, administrative and estate planning.    We employ varied strategies to successfully protect and transfer wealth to family members and/or charities including:

  • Family limited partnerships
  • Flexible "dynasty trusts"
  • Irrevocable life insurance trusts
  • Grantor retained annuity trusts
  • "Asset protection trusts" established in both domestic and foreign jurisdictions.

Comprehensive corporate services

Family Offices face the same complexity and regulatory requirements as other small investment companies.  As such, Moses & Singer provides a complete suite of services aimed at ensuring the proper management of the firm from an administrative standpoint. 

We work with families to form the entity, develop the documentation for its capital structure and governance, and suggest best practices for day-to-day management.  We have a deep practice in employment and labor relations, providing counsel on benefits administration, executive contracts and compensation, confidentiality agreements and dispute resolution.  Crafting agreements between family members and succession planning are focal points of our practice as well.

The Firm represents a multitude of closely held businesses, offering counsel on complex shareholder and operating agreements. This often enables those who most contribute to the welfare and betterment of the family to be rewarded appropriately in the form of buy-outs and preferred status while still providing security to the family members who choose different  paths.

Securities and investment-related services

Moses & Singer provides counsel on a wide range of investment opportunities.  We represent Family Offices on matters concerning federal and state securities laws, private securities offerings, investment advisory services, state filings and related registrations.   On complex investments such as private equity deals, hedge funds, and private placements, we review the offering and guide Family Offices on achieving the most advantageous position from a legal and tax perspective.

Within the family, Moses & Singer creates private trust companies, credit arrangements and business agreements among family members.

Real estate investment and management

The firm’s extensive practice in Real Estate offers distinct benefits to Family Offices.  Our representation covers the full range of real estate transactions on the investment side as well as the ongoing maintenance of existing properties.  This includes:

  • Formation of ownership structures, such as partnerships and LLCs
  • Property acquisition
  • Development and construction
  • Leasing and property sales
  • Ongoing operation of real estate assets

Matrimonial and Commercial Litigation

Moses & Singer attorneys work diligently to avoid and settle disputes.  However, if settlement is unattainable, we zealously represent clients on personal and commercial litigation.  The Matrimonial and Family Law practice handles:

  • Prenuptial and post-nuptial agreements
  • Separation and divorce agreements
  • Child custody and visitation
  • Child support and ongoing compliance with the marital settlement
  • Estate-related litigation, such as contested wills and fiduciary disputes

With respect to Litigation the firm offers a vast track record of experience in resolving disputes among family members and on behalf of commercial enterprises.  We represent parties in all aspects of contract disputes including:

  • Trusts and estates
  • Business and contract litigation
  • Employment litigation
  • Real estate and land title
  • Bankruptcy
  • Intellectual property

Specialized and strategic services

The firm offers a variety of specialized services for wealthy families with unique investment interests.   For example, the firm has expertise in art law.  This area covers the buying, selling and auctioning of art, jewelry and costly assets.  Our Intellectual Property and our Sports and Entertainment groups can provide guidance on investments related to technology, publications, entertainment, sports teams and unique ventures including contracts, licensing and royalties.   Many Family Offices are interested in acquiring distressed assets in or out of bankruptcy.  Our Bankruptcy group can connect Family Offices with strategic opportunities in this sphere.

Supporting philanthropic activities

The firm offers guidance on the establishment of charitable foundations, both public and private.  We work with family members on the creation of the foundation, its governance and best practices.   Our attorneys work with Family Offices on grant-making activities, asset management issues and compliance with tax regulations.

Moses & Singer is one of a handful of professional firms recommended by Family Office Metrics, a consulting firm specializing in family office creation and operations. 

For more information please contact us.

Prior results do not guarantee a similar outcome.