Helped Clients Recover Over $25 Billion. Since 1979.
Helped Clients Recover Over $25 Billion. Since 1979.
High-net-worth individuals and families face complex legal, financial, and business challenges that require more than one-off legal solutions. We provide comprehensive support for family offices, including entity structuring, investment oversight, governance, tax coordination, and succession planning. Our goal is to preserve wealth, protect assets, and streamline management across generations.
Entity Structuring and Formation
We establish and maintain entities that provide operational efficiency, asset protection, and tax advantages for family offices.
Governance Frameworks
We implement governance structures to clarify decision-making, align family members, and minimize conflict across generations.
Investment Oversight
We support investment oversight and coordination with financial advisors to ensure proper documentation, risk management, and legal compliance.
Tax Coordination
We collaborate with accountants and tax advisors to align legal structures with tax strategies that protect and preserve wealth.
Succession and Estate Planning
We integrate business succession and estate planning to ensure smooth leadership transitions and long-term asset protection.
Why does a family office need legal support?
Effective legal structures reduce risk, support tax efficiency, and create clarity for decision-making.
Can you help coordinate between multiple advisors?
Yes. We often act as the legal hub, working closely with accountants, financial planners, and investment professionals.
What kind of entities should a family office use?
The structure depends on your goals. Commonly used entities include LLCs, limited partnerships, and trusts.
How do you manage multi-generational governance issues?
We implement frameworks and agreements that clarify roles, responsibilities, and voting mechanisms to minimize disputes.
Can legal structures adapt as the family office evolves?
Yes. We design flexible frameworks that grow with your family’s goals and assets.
Experience
David Lizerbram has over 23 years of experience advising high-net-worth individuals and family businesses on governance, structuring, and succession.
Track Record
We have helped families create durable structures to preserve wealth, avoid disputes, and support clear decision-making across generations.
Practical Approach
We provide clear, actionable legal strategies that integrate with financial and tax planning to streamline operations and protect assets.
Based in San Diego, California, Schenk Law Firm supports family offices and high-net-worth families nationwide. We provide legal and strategic guidance designed to protect and grow wealth over the long term.
A well-structured family office allows you to preserve wealth, protect assets, and make informed decisions for future generations. We work with you to create a legal and governance framework tailored to your goals.
Contact us today to build a strong foundation for your family office.
