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Family office

For more than 100 years, Porter Wright has provided comprehensive legal services for families who wish to manage and protect their wealth for generations to come. We counsel clients to protect what matters most: their name, their hard work and their legacy.

Wealth management entails much more than financial advice; depending on available resources, a wealth management plan may include:

  • Business succession planning
  • Private equity, venture capital and hedge fund investing
  • Regulatory compliance
  • Charitable gift planning
  • Succession planning to maximize tax benefits for future generations
  • Corporate governance
  • Business growth

Our rich history makes Porter Wright the optimal choice when determining who best can help protect our clients’ past achievements with an eye toward the future. Our attorneys collaborate with trusted advisors including investment managers, accountants, insurance agents and family office managers to ensure the legal aspects of your investments are sound and a cohesive estate plan is in place.

Whether our clients are beginning to contemplate planning for their assets and succession plan or have a plan in place that needs evaluated and revised, our attorneys are here to help achieve their long-term goals.