Family Office Practice

Pepper is regarded as a trusted legal adviser by our established family office clients on complex intergenerational wealth management issues and related challenges. In working with families to create or improve their family office platforms, our view is holistic. We recognize that successful family offices are focused on more than just the preservation and transfer of wealth between generations. Family offices can serve as a platform for transferring wealth creation and management skills between generations. Family offices can also establish a lasting legacy through investment principles that reflect a family’s core values, such as social impact investing. Family office governance structures often serve a crucial role in mitigating the potential for intrafamily disputes. In all these respects, Pepper acts as a seamless advisor to the family office, whether coordinating with or reporting to various family members or other advisers, both internal and external.

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