Overview

Burke, Warren, MacKay & Serritella represents a number of family offices throughout the United States with regard to various aspects of their operations, including income tax planning, estate and succession planning, structuring private investments, entity formation, asset protection, and litigation. 

Our family office clients range from smaller offices with little or no full-time staff to multi-faceted offices with a large number of employees managing billions of dollars in investments. Burke Warren has specialists in many different areas of the law, including trust, corporate, and tax, with decades of experience in representing family offices. This makes Burke Warren uniquely suited to respond to a wide range of issues faced by family offices.

When representing family offices, we work closely with each family office’s team of professional service providers, and we tailor our representation to their respective strengths and needs.

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