Family Office Counseling

The past decade has seen explosive growth in the number of family offices designed to administer and coordinate the needs of legacy family business ownership and asset management concerns. Family offices routinely establish contractual relationships with FINRA-member broker-dealers, SEC-registered investment advisory firms, life insurance and annuity companies, and trust management services. These various relationships can be fraught with unexpected and emergent squabbles involving transactional, management, performance and advisory fees; unauthorized trading activity; asset misappropriation and mismanagement; and account-related losses due to fraudulent activity.

We offer free initial consultations to family offices seeking counseling advice, or even a second opinion, on all issues related to improper activity and asset losses due to professional misconduct.

For a free initial consultation, call the Law Offices of Timothy J. O’Connor at 518-426-7700 or e-mail Star Donovan at star@tjolaw.com for an appointment