Protecting Legacies. Empowering Generations.
At Handler Law, we serve as trusted advisors to ultra-high-net-worth (UHNW) individuals, family enterprises and private foundations; designing advanced planning strategies that align wealth, values and long-term legacy goals.
Our Advanced Planning & Family Office Practice Group delivers coordinated legal, tax, and fiduciary counsel tailored to the unique needs of modern wealth holders. We work closely with clients and their advisors to architect sophisticated, multi-generational structures that protect assets, promote continuity and minimize tax exposure while preserving family values and flexibility across generations.
Whether you’re building a family office, managing complex trusts, planning a liquidity event or preparing for wealth transfer, our role is to bring clarity, confidence and foresight to every decision.
Strategic Legal Counsel for Every Stage of Growth
| Wealth Transfer Strategy & Implementation
We design and execute customized strategies for tax-efficient wealth transfer, incorporating grantor and non-grantor trusts, GRATs, SLATs, intra-family sales, and other advanced planning vehicles.
| Family Office Structuring & Governance
Our team advises on forming and governing family offices that align with your values, vision, and long-term goals.
| Risk Management & Asset Protection
We build protective structures that safeguard assets from litigation, regulatory exposure, and internal family risks, including multi-entity layering, offshore and onshore vehicles and private insurance planning.
| Legacy, Philanthropy & Purpose-Driven Planning
In real estate and asset transactions, we assist clients with acquisitions, sales, leasing, financing and regulatory compliance to maximize investment value.
| Integrated Planning with Trusted Advisors
Handler Law coordinates closely with investment managers, accountants, insurance professionals and internal family office staff to ensure aligned strategy, clear communication, and seamless execution across disciplines.
Tax Strategies That Work
It’s Not What You Earn, It’s What You Keep
Proactive tax planning is at the heart of wealth preservation. We help clients reduce tax exposure while staying compliant across jurisdictions, generations, and asset classes.
Trust & Estate Planning
Prepare for Generations to Come
Your estate plan is more than documents, it’s a blueprint for the future of your family. We help clients build customized, tax-efficient structures that reflect both their financial goals and their values.