Business is complicated. Family business doubly so. Our strong interdisciplinary ethos calls upon our M&A, lending, derivatives, tax, investment management, REITs, wealth planning, and other skill areas to ensure that your products and services are both compliant with applicable laws and regulations and serve your personal and family office needs.
High net worth families and family office organizations have unique legal needs. With a lean staff, it can be challenging to maintain trusted connections in niche areas of law across the world. Alston & Bird approaches private wealth services holistically. We understand the frustration of having to engage separate firms for different but ultimately interrelated matters. Our clients value our ability to take things off their plate and manage multiple matters across legal specialty areas.
We know the importance of discretion and your privacy. We understand one size fits all plans do not work for you.
We have the experience, bench strength, and international network to help families accomplish their goals.
Family Office Operations
For the family office enterprise, we assist with:
Corporate law and M&A
International tax and business planning
Investment management, including fund structuring and investment reviews
Finance and global markets
Regulatory and tax compliance
We also advise on issues affecting the employees of family owned and closely held businesses, such as employee benefits design and regulatory compliance for businesses owned or operated by the family office.
Family-Side Office Services
For the individual family members, we advise on:
Estate and trust planning for family members
Family governance and business succession planning
Individual income tax planning and tax controversy representation at the international, federal, and state and local levels
Services for international activities
Family office firms have called on our corporate practitioners for help with acquiring businesses and real estate, structuring alternative investment vehicles, purchasing luxury items such as yachts and private planes, and structuring investments domestically or internationally. We also have extensive experience in the mergers and acquisitions of wealth management companies.
Our clients trust us when it comes to designing a centralized management of their family’s business ventures. We represent the family offices of the highest-net-worth individuals in the world, with the origins of their wealth coming from industries such as technology, financial services, consumer products, food and beverage, and retail. Our clients are based across the U.S. and in major European countries, Mexico, Latin America, and Japan.
Wherever you are, wherever you do business, Alston & Bird’s team is right there with you.
The members of our Family Office Team have earned extensive recognition in the marketplace:
Chambers High Net Worth ranks Alston & Bird in Band 1 for Private Wealth Law (Georgia), with four individual attorneys recognized.
We were a 2019 finalist for the HFM US Services Awards in the categories “Best Onshore Law Firm – Hedge Fund Start-ups,” and “Best Onshore Law Firm – Client Service.”
U.S. News – Best Lawyers® “Best Law Firms” (2021) – Alston & Bird is ranked nationally in Tier 1 in the Banking & Finance Law, Corporate Law, Mergers & Acquisitions Law, Private Funds/Hedge Funds Law, Real Estate Law, Securities/Capital Markets Law, Securities Regulation, and Securitization & Structured Finance Law categories.
Mergermarket – Alston & Bird ranked in the top 20 as “U.S. M&A Legal Advisor,” based on deal value in 2020.
S&P Global Market Intelligence – Based on number of deals in 2020, Alston & Bird ranked #3 for specialty finance, #1 for asset management/investment banks/brokers/capital markets, and #30 for financial technology deals.
We have been widely recognized in Chambers Global: The World’s Leading Lawyers for Business and Chambers USA: America’s Leading Lawyers for Business. Globally, we are recognized in International Trade, Tax: Corporate & Finance, and Investment Funds: Hedge Funds. Nationally, we are identified as leaders in Capital Markets: Securitization, Intellectual Property, International Trade, REITs, and Tax: Corporate & Finance. Our attorneys have been individually recognized in areas such as hedge funds, securitization and RMBS, derivatives, international tax, and immigration.
Press ReleaseFebruary 6, 2023
Bob Edge Receives 2023 President’s Medal from University of Georgia
Alston & Bird’s Robert G. Edge, senior counsel in the firm’s Wealth Planning Group, has been honored with the 2023 President’s Medal from the University of Georgia (UGA).