Private Wealth and Family Office

Our attorneys serve as trusted advisors to some of the Midwest region’s most prominent individuals, families, and business owners and assist them with the accumulation, management, protection, and transfer of their considerable wealth.

We work closely with these clients to understand their objectives and design comprehensive estate and business succession planning solutions tailored to transition their estates and businesses to successive generations in a thoughtful and tax-efficient manner. We often serve as private general counsel to their family offices and draw upon the vast experience of attorneys throughout our firm to serve their sophisticated needs.

Our transactions team has extensive experience representing family offices in growth equity, venture capital, mergers and acquisitions, and other similar transactions. 

Koley Jessen was named among the “Best Law Firms” by U.S. News & World Report and Best Lawyers, who gave it a Tier 1 Ranking for Trusts & Estates Law, Tax Law, and Mergers & Acquisitions Law based on our extensive experience and expertise in the areas of trusts and estates, tax, business succession planning, mergers and acquisitions, direct investment, and related areas of the law. Chambers High Net Worth also recognized Koley Jessen as a leading firm in Private Wealth Law in their 2021 rankings. Chambers reported the clients said of the firm, "They provide extraordinary care and service - the firm is truly exemplary in how they treat their clients" and  "they are responsive, proactive and timely."