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List 10 consultants and/or CPAs, and/or attorneys who help form Multi Family Offices? (Major East Coast Cities, excluding NY)
Hello! Thank you for your question about consultants and attorneys who help to form multi-family offices in major East Coast Cities, excluding NY. The short answer is that we have compiled a list of 11 consultants and/or CPAs or lawyers in the major East Coast Cities area that offer services to multi-family offices.
The list includes Handler Thayer, Fidelity, EY, SS&H, FFO LLC, Foyler & Lardner, RAFFA, CBRE, Colony Family Offices, Akin Gump LLC, and GreerWalker. Below you will find a deep dive of my methodology and findings.
METHODOLOGY
As stated in the request, to provide the list of consultants and attorneys who help to form multi-family offices in major East Coast Cities, we first did a google search to see the major cities in East Coast. We found Chicago, Philadelphia, Jacksonville, Indianapolis, Columbus, Charlotte, Boston, and Detroit to be located in East Coast, so we included these cities in our searches. Next, in order to provide a list of Consultants and/or Attorneys in the East Coast region, I consulted corporate websites and trusted media sites. We especially looked and searched for the law firms in the East Coast which help in the formation of multi-family office. Then I extracted each detail including the names of the company, location, and a brief description. Finally, I have compiled a list of 11 consultants and/or CPAs or lawyers in the major East Coast Cities area that offer services to multi-family offices.
1. Handler Thayer LLP —
Handler Thayer, LLP
Attorneys and Counselors at Law
191 North Wacker Drive, 23rd Floor
Chicago, Illinois 60606-1633
Telephone (312) 641-2100
Facsimile (312) 641-6866
E-mail info@handlerthayer.com
According to the company’s website, “it provides superior, technologically current, and innovative professional services to affluent families, family offices, and privately-held companies. The firm attracts and develops highly qualified attorneys with business and financial backgrounds committed to personal and professional excellence”.
The website also mentioned that “Handler Thayer, LLP is very grateful and pleased to again be recognized at the 2017 Private Asset Management Awards Gala with the Best Law Firm in the U.S. — Client Service award".
"Tom Handler authored the article "21st Century Family Office Structures" published by the Family Office Association in July 2017".
"Handler Thayer, LLP has been named Law Firm of the Year for a Consecutive Year, Family Office Law Firm of the Year for a Consecutive Year, Tax Law Firm of the Year for a Consecutive Year and Large Tier Estate Law Firm of the Year for a Consecutive Year by the ACQ5 2017 Law Awards”.
“Mr. Handler is an advanced planning attorney focused on the analysis and structuring of sophisticated estate plans and family offices, and handling taxation and business planning issues for business owners, executives, professional athletes, celebrities and family offices. He has extensive experience in the analysis, design, and implementation of domestic and international business planning, financial and estate planning, asset protection, family office compliance and advanced tax planning strategies. Mr. Handler is a managing partner in Handler Thayer, LLP, where he chairs the firm's Advanced Planning & Family Office Practice Group”.
2. Fidelity Investments —
Call 866.273.2130
Boston
200 Seaport Boulevard
Boston, MA 02110
Fidelity “offers a cost-effective alternative for advisers of clients who want institutional capabilities delivered with exceptional service, integrity, and security".
3. EY —
One Kennedy Square
Suite 1000 777
Woodward Avenue
48226 Detroit
phone: +1 313 628 7100.
The company’s strength is in long-term investment strategy, or considering setting up a foundation, issues from economic, tax, legal and strategic perspectives especially designed for generational family offices.
4. Shepard Schwartz & Harris LLP —
123 North Wacker Drive
Suite 1400 Chicago,
Illinois 60606
T: 312.726.8353 | F: 312.726.2657
According to its corporate website, SS&H is “an adviser to many high net worth family investment offices and individuals possessing significant wealth who require customized services to serve their various financial needs".
5. FFO LLC —
FFO Detroit
21 E. Long Lake Rd, Suite 110
Bloomfield Hills, MI 48304
According to the corporate website of FFO its, “Family Office Services specialists employ a relationship-driven approach that assures confidentiality, competency, continuity, and care to its clients".
6. Foley & Lardner LLP —
321 North Clark Street
Suite 2800
Chicago, IL
60654-5313
P 312.832.4500.
The company focuses on retail, commercial and multi-family acquisitions, dispositions, development, leasing, and finance, while also assisting clients with real estate, title, and survey issues that arise in the development, construction, financing, and disposition of wind and solar energy projects throughout the U.S.
7. Raffa Family Office Services Group (RFOS) —
1899 L Street,
NW,
Suite 850
Washington,
DC 20036
T 202.822.5000.
According to RFOS’s corporate website, the company works “as a trusted tax and business adviser. It manages the multitude of professional services required such as tax, business acquisitions, investments, accounting, and planning. The additional services they offer include Family Office Services such as Internal Controls and Operations Reviews and Support for Multi-Family Offices”.
Also, “the Journal of Regionally recognized top 50 Corporate Philanthropist Washington Business has named Raffa a top corporate philanthropist in the Washington, DC region”.
8. CBRE —
Jacksonville 225
Water Street
Suite 110
Jacksonville, FL 32202
1 904 634 1200.
It “provides investment sales and debt & structured finance services to multifamily clients ranging from small private investors to large public entities”.
“CBRE Multifamily consists of more than 300 dedicated professionals that specialize in all aspects of multifamily real estate brokerage and finance, providing investment and advisory services to meet the needs of investors across the multifamily investment spectrum. It has offices in 65 cities across every major U.S. market. Their team offers strategic advice and execution for residential and multifamily assignments worldwide”.
9. GreerWalker —
Carillon Building
227 W. Trade St., Suite 1100
Charlotte, NC 28202
Phone: 704-377-0239.
It provides “a comprehensive, integrated approach to multi-generational, multi-branch Family Offices to assist them in achieving their vision. Their services include tax planning and compliance; assurance services including internal controls; business valuations; financial management and accounting services; back office accounting and administrative staff support; entity structure etc”.
Moreover, they are “currently providing a wide range of services to more than 30 local family businesses. With 100 associates, including 12 partners, GreerWalker offers the benefit of having the expertise and resources of a regional firm combined with the personal level of service of a local business”.
She is specialized in multi-family offices.
Call 704-377-0239
Email sandi.thorman@greerwalker.com
10. Colony Family Offices —
Charlotte, NC Headquarters
6805 Morrison Boulevard
Suite 310
Charlotte, NC 28211
T: 704.285.7300
F: 704.285.7301
It “assists ultra-high net worth families in managing the complexities of their wealth. Their service-first approach recognizes that each family is unique. The company aims to provide families with unbiased, independent and objective advice that is tailored to personalized service. They work with families to design, implement and monitor practical and durable strategies that are focused on the unique objectives of each family”.
11. Akin Gump LLP —
Two Commerce Square
2001 Market Street
Suite 4100
Philadelphia, PA 19103-7013
T +1 215.965.1200
The company serves the growing needs of single and multi-family offices which include structuring, tax and estate planning and investment activities. According to the company website, “Akin’s client services attorneys bring sophisticated wealth management services, including tax planning, the formation, and administration of complex trusts and estates, business succession planning, planned giving and the creation and administration of charitable foundations”.
They have offices in multiple locations including Philadelphia and New York (not mentioned in the previous list).
CONCLUSION
To wrap it up, we have compiled a list, 11 consultants and/or CPAs, and/or attorneys who help form Multi-Family Offices in major East Coast Cities. The list includes Handler Thayer, Fidelity, EY, SS&H, FFO LLC, Foyler & Lardner, RAFFA, CBRE, Akin Gump LLC, Colony Family Offices, and GreerWalker.
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