Modern Family Office

With more people in more places and the World moving faster than ever before, more families need the family office type of relationship that, historically, has been reserved for only the highest net worth families.  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 –

– Document Review –

– Trust Administration –

– Probate –

– Guardianships –

– Conservatorships –