Family Office

Dilworth Paxson represents affluent families and individuals of exceptional means throughout the United States. In particular, our Family Office clientele have significant interests in family owned or controlled businesses. Dilworth Paxson has extensive experience in dealing with these businesses and the unique problems and opportunities they confront, with particular emphasis in control, management, and the preservation of family and business values.

Our Family Office clientele utilizes the experience of our lawyers across all practice groups with an emphasis on obtaining cost-effective, creative solutions to complex legal issues. Dilworth Paxson’s attorneys often serve as the primary consultants to our Family Office clientele on securities-related matters and estate planning issues. In addition, our lawyers assist in matters that involve corporate, tax, employee benefits, civil litigation and international experience.

Dilworth Paxson can provide the following services to our Family Office clients:

  • Taxation, trusts and estate planning on a global basis
  • Entity formations, including private equity funds and offshore investment vehicles
  • Investment matters, including assistance in due diligence of managers and consultants
  • Formation of Family Offices and compliance with Dodd-Frank regulations
  • Formation and governance of non-profits, charitable trusts and foundations
  • Business succession planning
  • Real-estate matters – residential & commercial
  • Farming and agriculture related matters, including timber
  • Employment and labor issues
  • Aircraft, watercraft, fine art & motor vehicles purchases and financing
  • Entertainment and media matters, including reputation management
  • Intellectual property and patents worldwide
  • Creditors' and debtors' rights
  • Litigation, mediation and advice to “Family Councils”
  • Oil, gas and energy related matters

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Industry Contacts

John R. Latourette
Direct  (215) 575-7044
Philadelphia, PA

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