Protecting Legacies. Empowering Generations.

Handler Law is recognized globally for its pioneering work with single-family and multi-family offices as the first firm to have a dedicated Family Office practice group worldwide.

We provide integrated counsel across governance, tax strategy, wealth transfer, risk management, and operational efficiency—ensuring that each family office is not only compliant and efficient, but also aligned with its founding vision and long-term legacy.

Building Future Ready Family Offices

Our Family Office Practice Group provides strategic and operational legal support in all areas of family office formation, administration, and management.

| Formation & Structure
  • Establishing single-family and multi-family offices
  • Evaluating jurisdiction, entity type, and control structures
  • Drafting governance frameworks, charters, and policies
  • Designing customized compensation and incentive plans for executives and staff
| Tax Strategy & Compliance
  • Coordinated domestic and international tax planning
  • Income and transfer tax optimization
  • Private trust company design and oversight
  • Coordination with investment and accounting advisors
| Governance & Succession
  • Family governance and decision-making frameworks
  • Generational transition and leadership development
  • Family constitutions and mission statements
  • Fiduciary and trustee advisory services
| Legal & Risk Management
  • Risk identification, insurance review, and asset protection planning
  • Investment due diligence and legal compliance
  • Employment, HR, and executive compensation matters
  • Coordination with philanthropic and foundation structures

Exit Strategy Chess

Our Approach

Handler Law’s Family Office attorneys draw on decades of experience advising some of the nation’s most sophisticated families and private enterprises. Our multidisciplinary approach blends tax, trust and estate, corporate and compliance disciplines to deliver bespoke solutions tailored to each client’s unique goals and structure.

We emphasize proactive planning, anticipating challenges before they arise and implementing strategies that preserve flexibility, confidentiality and control.

Your Legacy Deserves More Than a Template.

We understand that no two families are the same. Handler Law offers thoughtful, personalized estate and trust solutions that evolve with your life and goals. Whether you are preserving generational wealth, establishing charitable impact, or navigating complex tax structures, our team is here to guide you every step of the way.

Ready to build a stronger Legacy? Contact us today to schedule a consultation and discover how Handler Law can help.

 

Contact Us

 


Family Office Professionals

Amanda Andrews, JD, LLM

Senior Counsel

Daniel Buckley

Student Associate

Thomas J. Handler, JD, PC

Partner

Anthea Yuan, CPA, CFA, JD, LLM

Associate