Family Office Services

Serving as family office to a substantial individual or family wealth structure requires skill and judgment similar to those needed to run a private business.

When properly structured and managed, a family office offers a high-net-worth individual or family many benefits. Serving as your private family office, Macatawa Law can provide customized personal financial services, professional trusteeship, fiduciary investment management, and investment manager oversight, and other custom-designed services.

We offer a full range of financial concierge services, including:

• Family office services for a single person, a family, or multiple families

• Home management, such as paying personal and household expenses, budgeting, and hiring contractors and housekeeping staff

• Planning and project management for home construction and renovation projects

• Integrated legal services to help families accomplish their business, investment, and philanthropic objectives

• Wealth transfer planning and fiduciary asset management services

• Estate planning and administration

• Tax planning in consultation with clients’ tax advisors

• Foundation management and charitable planning

We focus on each client’s unique goals and needs. Where appropriate, we foster intra-family and cross-generational relationships, delivering unmatched assistance, expertise, and capabilities.