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Overview

Calfee’s Family Office Practice is built upon decades of experience working with single family and multi-family offices providing comprehensive legal services to family office personnel and family office clients alike.

We pride ourselves on anticipating and responding to the unique challenges that present themselves in this highly complex, yet distinctly personal practice area.

Calfee Family Office attorneys regularly interface with family office personnel and family office clients directly, and we are committed to providing timely, efficient and effective solutions to the sensitive legal issues faced by our clients.

Whether you are a principal service provider in a family office, a client of a family office, or interested in establishing a family office, we are keenly focused on the important issues encountered in this specialty practice.

Our assistance runs the gamut, from the “blocking and tackling” necessary to get fundamental estate plans in place, to the highly complex issues surrounding advanced strategies such as GRATs, SLATs, IDGTs, CRATs, CLATs and CRUTs. 

Our professionals are, likewise, instrumental in navigating the unique issues inherent in the investment portfolios of family office clients including alternative investments such as the formation and administration of private equity and venture capital fund investments. 

We also have been actively assisting clients in the formation and administration of Private Family Trust Companies (a relatively new form of institutional trustee allowed under Ohio statute).  

Noteworthy

Chambers USA Ranked Calfee as "Leading Law Firm" in Private Wealth Law 2018

Calfee is ranked as a "Leading Law Firm" in Private Wealth Law (Ohio) the Chambers High Net Worth Guide 2018. Chambers HNW is the only independent directory specifically aimed at the private wealth market that ranks law firms according to their private client disciplines.

As part of the ranking process, Chambers HNW interviews clients and sources to obtain feedback on the firm’s practice. A source said Calfee’s attorneys “have an outstanding reputation – they are known for being very sophisticated planners but also warm and genuine with clients, and they have a very, very loyal following.”

Another Chambers HNW source mentioned, "They're extremely collaborative, they're comfortable being part of a team, communicating with everyone on the team and getting things done cost-effectively."

A market insider highlights the firm's "strong reputation with small businesses," going on to explain that "they believe in personal relationships, they get intimately involved with businesses they represent. They understand the family dynamics of a small business."

Another Chambers HNW source reports that "the firm's experience with this market is extensive. [Calfee] provides thorough, efficient, and timely legal services to clients of all sizes. Calfee lawyers understand the need for empathy and kindness and are available to counsel family clients as needed. A strong suit is their communication talents. No question is left unanswered; their responses are thought-out and thorough. They use their experience to anticipate future events. Then they explain their thinking in clear, concise terms that maintain the clients' understanding. Their advice and counsel are always reasoned and always relevant.”

Professionals

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"The firm's experience with this market is extensive. [Calfee] provides thorough, efficient, and timely legal services to clients of all sizes. Calfee lawyers understand the need for empathy and kindness and are available to counsel family clients as needed...Their advice and counsel are always reasoned and always relevant.”

Chambers USA, Private Wealth Law 2018

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