Modern Family Office

There seems to be a historical notion that family offices are only necessary for families with a minimum of $100,000,000.  Things now, however, move faster and more people are in more places, than ever before.  Our typical client does not require a full time family office, but they periodically have family office needs.  We help more clients share resources so that they can have a family office experience when they need it.

Norris Legal Family Office Services

– Historical Recordkeeping –

– Strategic Relationships –

– Legal Concierge –

– Alternative Investments –

– Real Estate –

– Tax Planning –

– Charitable Planning –

– Promissory Notes –

– Investment Loans –

– Power of Attorneys –

– Trust Administration –

– Document Review –

– Probate –

– Guardianships –

– Conservatorships –