For over seventy years, Buchalter has represented some of the most influential families in their personal and business affairs. Our attorneys understand the unique issues faced by family offices including respect for all family members, balancing conflicting opinions, unique tax and business issues, and the concern that the owners are individuals. The Firm excels at discretion, privacy and objective guidance—providing personal consultation not only about day-to-day concerns, but also on issues related to sheltering of assets, tax planning and discretion with the media and the public.
With a deep rooted history in the finance arena, Buchalter participates in and shapes complex transactions in the market and understands the multiple layers of such transactions in a family or high-net worth context. Our clients appreciate and tout our relationship-minded attorneys and appreciate that the Firm recognizes its role as a comprehensive service provider. The Firm provides its advice and services to advance its clients’ interests vigorously, while being constructive, practical and reasonable practitioners.
Managing Wealth & Family Assets
In addition to business transactions, real estate advice and litigation, our attorneys develop personalized estate planning solutions that fit our clients’ wealth, asset mix, family situation, tax planning and succession goals. The Firm designs estate plans that may include multiple trust vehicles, charitable organizations and foundations, as well as legal entity creation and solutions to maximize tax savings. The Firm is especially skillful at business succession planning to assist clients in achieving their long-term personal and business goals.
In this post-Great Recession economy, traditional lenders are many times unable to provide capital in connection with business loans, business acquisitions, real estate financing and other capital needs. Family Office is now stepping in to fill that gap. Whether through mezzanine loans, bridge financing or other lending vehicles, there are many opportunities to provide credit to third parties. Due to its long history representing financial institutions, private equity and high net worth families, the Firm has deep experience in not only advising on these transactions but also providing guidance in enforcing a creditors’ rights when these types of deals fall into distress. The Firm has a wide range of expertise in work outs, bankruptcy, receiverships, assignments for benefit of creditors, writs and other remedies available to creditors in these circumstances.
Finally, in those moments where disputes arise, our litigation department has a vast range of knowledge and experience in dealing with complex business issues and concerns—particularly in dealing with litigation, arbitration and mediation for high net worth clients. We are discrete when necessary and adept at handling unwanted publicity. We understand the difference between matters that are routine, where economic results are a significant factor, and matters where the absolute maximum effort must be exerted to ensure a win. The Firm’s litigators are resourceful, client oriented and accessible—with our Shareholders priding themselves on being available and responsive to our clients.