Family Office Services

We advise families and family offices from formation through long‑term management. Our work includes structuring new family offices, addressing succession and governance issues, and navigating securities and regulatory requirements. We support clients in resolving complex legal, tax, and operational challenges in line with their personal and financial goals.

Through Ashurst Perkins Coie Trust Company, we provide in‑house executor, trustee, and investment services—an offering that few law firms provide. A Washington‑chartered affiliate of Ashurst Perkins Coie, Ashurst Perkins Coie Trust Company supports clients with estate planning and administration, trust management, and investment oversight. Our professionals provide hands-on support to help clients navigate evolving tax laws, market volatility, and complex investment options.

We represent taxpayers in tax controversies nationwide, from audits and administrative proceedings to trial and appeal. Our team helps clients evaluate exposure, respond strategically to government scrutiny, and pursue practical resolutions aligned with their personal and business objectives. When disputes cannot be resolved, we assist taxpayers in settlement negotiations and trial.

We advise trustees, executors, and beneficiaries on trust and estate administration, guiding fiduciaries and beneficiaries through court proceedings, distributions, tax filings, and fiduciary responsibilities. Our team helps manage complex assets, address tax and regulatory requirements, and mitigate risk while carrying out decedents’ and grantors’ intent efficiently and thoughtfully.

We represent trustees, beneficiaries, executors, financial institutions, and family entities. We help clients identify and mitigate risk, advise on complex trust and estate administration, and pursue pragmatic, client-focused solutions. When disputes persist, our litigators advise beneficiaries and defend fiduciaries through trial and appeal.

We help our clients plan and execute their philanthropic and charitable goals, including support in forming and managing private foundations, charitable trusts, donor-advised funds, planned giving, and alternative philanthropic structures. 

We offer advanced U.S. tax planning for non-U.S. family offices contemplating a U.S. family office branch. We regularly advise U.S. citizens with nonresident beneficiaries or foreign assets, as well as foreign nationals with U.S. beneficiaries or U.S. assets, on their wealth transfer and tax structuring matters. We routinely assist family office clients globally on inbound investments across all asset classes, including private funds, direct investments, and all sectors of asset types. When needed, we coordinate non-U.S. tax and legal advice through coordination and collaboration with external non-U.S. providers.