Family Office and Private Wealth
Overview
Expertise You Trust. A Legacy That Lasts.
The Family Office & Private Wealth Group at Ervin Cohen & Jessup provides sophisticated general counsel tailored to the distinct needs of family offices, high-net-worth individuals, domestic and international families and closely held business owners. Our mission is to preserve, grow and transition wealth in a manner that aligns with each client’s personal values, business objectives and long-term legacy.
Drawing upon a multidisciplinary platform, we seamlessly integrate the capabilities of attorneys across our core practice areas, including Tax, Business & Corporate, Real Estate, Litigation, and Trusts & Estates. This collaborative structure ensures clients benefit from deep subject-matter expertise coupled with the strategic cohesion of a unified advisory team.
Our services encompass family office structuring, succession and governance planning, philanthropic strategy, tax-efficient wealth transfer and complex dispute resolution. Whether advising on day-to-day matters or multigenerational transitions, our counsel is pragmatic, proactive and attuned to the nuances of wealth stewardship.
With a commitment to responsiveness and enduring client relationships, we serve as long-term partners to families and family offices navigating complexity across generations. Our approach is defined not only by technical excellence but also by a deep understanding of the personal dimensions that shape wealth and legacy.
Our Services
We provide integrated legal solutions across the full spectrum of private wealth and family office matters:
- Family Office Advisory
Structuring and guiding single- and multi-family offices on governance, investments, operations, and risk. - Business Succession Planning
Planning generational transitions in closely held businesses with an eye on continuity and governance. - Risk Management
Legal solutions to preserve wealth and mitigate risk across jurisdictions and generations. - Estate & Wealth Transfer Planning
Tailored strategies to transfer wealth efficiently, minimize taxes, and support family continuity. - Trust & Estate Administration
Advising fiduciaries and beneficiaries through probate and trust matters with precision and efficiency. - Fiduciary Disputes & Litigation
Resolving complex trust, estate, and intra-family disputes with discretion and strategic advocacy. - Philanthropy & Foundation Counsel
Strategic guidance on charitable giving, including private foundations and donor-advised funds.
