Strategic Counsel for Complex Family Structures
Family offices offer families of wealth the ability to consolidate the management of their business, personal, charitable, and investment affairs. The scale and sophistication of these structures often require integrated legal counsel spanning multiple disciplines. At Kohnen & Patton, we offer comprehensive legal services across the entire lifecycle of a family office—from initial structuring to succession planning and beyond.
Whether advising a newly formed virtual family office or a multigenerational private trust company, we provide thoughtful, tailored legal solutions that reflect the family’s long-term objectives. We often act as private general counsel, offering strategic oversight and coordinating across all areas of law that touch the family office.
Tailored, Long-Term Partnerships
Our work begins by understanding each family’s values, priorities, and legacy vision. We assist in drafting family constitutions and governance frameworks that promote transparency and cohesion across generations. Where appropriate, we facilitate discussions around decision-making authority, compensation structures, and generational transition planning to ensure continuity and stability.
We also help families decide which services are best handled in-house versus outsourced—be it investment management, concierge services, or income tax reporting—and coordinate among their existing advisors to provide a unified strategy.
What Sets Kohnen & Patton Apart
We combine elite legal acumen with personal attention, discretion, and sensitivity to family dynamics. Our collaborative model ensures that our clients benefit from the full resources of the firm while maintaining a single point of contact for legal guidance. The result is a seamless, efficient experience built on trust, confidentiality, and decades of experience serving clients whose needs transcend traditional legal categories.
Protecting and Preserving Generational Wealth
Kohnen & Patton’s family office lawyers are committed to helping families preserve wealth, protect values, and promote long-term financial and personal security. Our role is not only to solve problems, but to anticipate them—offering proactive advice that allows our clients to navigate complexity with clarity and confidence.