Family Office Services

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Reinhart’s Family Office practice understands the complexities that wealthy families and multigenerational businesses face. Leveraging the experience of practitioners from multiple disciplines within the firm, we help families preserve and grow their assets. We serve the business needs of currently operating companies and – should an asset be sold or acquired – our practice is uniquely suited to handle all of the post-transactional details.

We understand the magnitude of a decision to divest or acquire a business, which is why we provide thoughtful counsel to businesses and families at every stage of a liquidity event. Starting with pre-transactional planning before a business or other long-term significant asset is sold and continuing through the intergenerational wealth transfer process, we serve as trusted advisers.

Reinhart’s complete suite of services is more robust than a business consultant brings to the table. We counsel families on all aspects of creating and operating the Family Office – from developing the best legal structure of the office, to using the office to support the family’s values and achieve its goals.

Once the office is established, our wide range of experience in other legal disciplines helps us advise on best practices for day-to-day management of the firm. Reinhart’s practices in Trusts and EstatesReal Estate, Labor and Employment and Litigation round out our complete offer, allowing us to provide counsel on estate planning, entity governance, liability protection, accounting compliance, pre-marital planning and dispute resolution. In addition, our full complement of Tax attorneys offers legal solutions in tax planning strategies, tax litigation and tax audits.

In order to facilitate our clients’ long-term trust management when an individual trustee is used, Reinhart offers Trust Services support to that individual trustee.

Investment Advising
Our experience in advising families and their family offices allows us to coordinate with other members of a Family Office team, including offering counsel on a wide range of investment opportunities and transaction evaluations. Our Private Equity attorneys regularly work with family offices on direct private equity investments. In addition, by locating and establishing strategic partnerships with other financial services professionals, Reinhart leverages other expertise, providing services beyond the legal due diligence related to direct investments, including private equity, asset allocation and alternative investments.


Knowledge

Repeal of the Death Tax

As part of his proposed tax plan, President Trump plans to repeal the “death tax” a controversial tax that affects the wealthiest .002% of Americans. For reasons described below, the repeal will not be permanent.

| Jennifer R. D’Amato

10 Steps to Plan Your Business Legacy

Don’t let uncertainty over estate tax repeal become one more reason to delay focusing on framing the legacy you want to leave for your family and your business. Instead, view legacy planning as an ongoing process that could become critically important at any time.

| Jennifer R. D’Amato

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