CLE Course Details

Family Offices: A to Z About Acting as Legal Counsel for a Family Office

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Price: $55
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  • Description
    For the ultra-wealthy, it is not just the household that requires staff. Ultra high net worth families face a complicated set of legal issues that require a skilled legal team. This CLE course will explain the various types of family offices, including multi-generational families and the instant wealth created by technology companies, and the responsibilities that attorneys who represent them must be aware of. Regulatory and governance issues, contracts, confidentiality, PR and reputation management, additional staff and matters involving inheritance and succession will all be discussed. Attorneys serving these families are called on to find unique legal solutions to complex issues, and therefore are best prepared to meet their clients needs if they are familiar with common issues that wealth holders face. Hear leading experts in the field discuss the latest developments in the changing landscape of Family Office Law. This CLE program will also be valuable for lawyers in transition who are exploring family office law as a focus. Topics will include: • Family Offices – Types and Structures • Responsibility of Family Office Counsel – Best Practices • Regulatory issues affecting Family Offices today • Governance issues • Household staff issues, contracts and confidentiality • Reputation management • Succession issues – creating a lasting family unit rather than rifts for generations
  • Instructor Bio

    E. Smith

    E. David Smith, Esq., is principal of Smith & Associates, and serves as outside general counsel for US and foreign companies and family offices. Guiding his clients in the creation and growth of their wealth, he positions business entities for growth opportunities and for mitigating risk, including asset preservation. Combining his experience in corporate transactions, capital raising and financing, corporate governance, corporate litigation and intellectual property, he provides strategic guidance, identifies and addresses core issues, and quarterbacks companies’ and family offices’ legal needs. He is a graduate of the University of California, Berkeley, and the Tulane University School of Law, and is admitted to practice in New York, New Jersey and Georgia, in addition to numerous federal trial and appellate courts, including the Supreme Court of the United States. The team at Smith & Associates includes seasoned practitioners in tax, mergers and acquisitions, contracts, investment agreements, employment, litigation, commercial real estate and intellectual property.

    You can learn more about E. David Smith or contact him here:

    Steven Thayer

    Steven J. Thayer, Esq., is a founding partner of Handler Thayer, LLP, a nationally recognized law firm based in Chicago, Illinois. Handler Thayer has two primary practice areas, namely the Advanced Planning & Family Office Practice and the Commercial Practice Group. Mr. Thayer serves as the Chairman of the firm’s Commercial Practice Group which includes the firm’s Business & Corporate, Entertainment, and Real Estate Practice. Mr. Thayer was recently recognized as a 2010 Leading Lawyer. Mr. Thayer has a diverse background representing entrepreneurs, fund managers, developers, and family offices. He advises fund managers on formation issues, offering documentation, investment advisor registration, and regulatory compliance matters. Mr. Thayer also assists companies with structured finance transactions involving the use of special purpose vehicles for capital market transactions. Mr. Thayer also works closely with the firm’s Advanced Planning and Family Office Group representing family offices with respect to their business, venture capital, and real estate transactions. In 2013, he was one of four finalists for the prestigious Family Office Review Award - Best Private Client Lawyer in North America.