Looking to build a Family Office for a large client & going forward. Need a Trust & Estate Attorney, Accountant (for individuals), Family Law Attorney, Insurance etc. This client prefers a large firm, however I want to provide multiple options & seek relationships with multiple firms. MUST be transparent & fair with fees (fees suitable for individuals not corporations), easy to get along with (for me and client). I don't need referrals, all I need is expertise. Local is preferable for this client, & my preference is for NYC/NJ, unless you have an advantage you can share.
Aug 04, 2023