Family Office

Berger Singerman’s Family Office Practice Group is uniquely positioned to serve the complex and evolving needs of ultra-high-net-worth individuals, families, and the family offices that support them. Led by Chambers-ranked attorneys Marc Stephen Shuster and James L. Berger, our team delivers highly personalized, strategic counsel tailored to clients with sophisticated and diverse portfolios across the United States and internationally.

Many of our attorneys bring direct experience from within family offices or private investment platforms, and have longstanding relationships advising families on capital deployment and wealth strategy. This perspective enables us to offer more than legal guidance—we provide access to a powerful network of capital sources and investment opportunities. In many cases, we facilitate introductions between family offices and sponsors, helping clients identify and assess deal flow aligned with their objectives.

Our services span the full lifecycle of family office operations, including business transactions, tax and estate planning, wealth preservation, family governance, employment and compensation matters, dispute resolution, and regulatory compliance. We recognize the importance of discretion, responsiveness, and seamless collaboration, and we are committed to delivering high-touch service that aligns with each client’s long-term vision.