Legal support for Family Office

Legal support for Family Office

  • Asset ownership structuring and selection of optimal vehicles
  • Legal and tax support for investments and transactions
  • Compliance, confidentiality, and protection of client interests
  • Estate and succession planning, family governance

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About the service

High-net-worth individuals and families engage Mirsatori for comprehensive wealth management support in a family office format. Legal and strategic advisory covers asset ownership structuring, investment decisions, and wealth protection, including tax and regulatory considerations, as well as succession planning and risk management. This approach supports a resilient wealth management framework aligned with the client’s objectives and applicable requirements across the relevant jurisdictions.

Key benefits of establishing a Family Office

Confidential Family Office consultation

Confidential Family Office consultation

  • Preliminary analysis of capital and asset structure
  • Assessment of applicable jurisdictions and legal instruments
  • Determination of the Family Office format best suited to your needs

Unlock your options — consult with an expert today

Types of Family Office structures

Single Family Office (SFO)

A Single Family Office is a dedicated legal structure established exclusively to manage the personal, financial, and wealth interests of a single high-net-worth family. This model helps separate private assets from the family business, while providing a high level of confidentiality, bespoke service, and a coordinated investment policy.

Suitable for: used by families with wealth of USD 30 million+.

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Multi-Family Office (MFO)

A Multi-Family Office is a structure that manages the financial interests of several high-net-worth families. There are two primary formats:

  • Family-owned MFOs, established and owned by one or more founding families;
  • Commercial MFOs, structured as investment or advisory firms owned by a third party.

MFOs offer a more cost-efficient model compared to a Single Family Office (SFO), although with a lower degree of customization and exclusivity.

Suitable for: appropriate for families with less complex asset structures and wealth below USD 30 million.

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Virtual Family Office (VFO)

A Virtual Family Office is a remote, outsourced model of Family Office support. This format is increasingly in demand among internationally mobile families with diversified assets and a high level of digital maturity. A VFO can significantly reduce operating costs by engaging specialists on demand, without maintaining a permanent in-house team.

Suitable for: most effective for families with a relatively straightforward wealth structure and a limited scope of ongoing needs.

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Real Estate Family Office

A Real Estate Family Office is a specialized Family Office model focused on real estate investment and management, including ownership structuring and transaction support across multiple jurisdictions.

Suitable for: families and investors whose wealth is primarily concentrated in real estate or real estate development businesses.

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Family Office: services and support by Mirsatori

Effective strategies designed to help achieve financial goals and preserve assets for future generations.

Wealth management

  • Investment advisory and transaction support
  • Investment strategy development
  • Portfolio management
  • Risk diversification across asset classes and jurisdictions
  • Performance and return monitoring aligned with the client’s agreed risk profile
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Tax planning and optimization

  • Development of compliant structures for asset ownership and cash flow management
  • Structuring business and private wealth in line with the applicable tax framework
  • Pre-transaction assessment of tax implications for deals and investments
  • Selection of jurisdictions and legal forms to enhance tax efficiency
  • Ongoing support with tax and reporting compliance requirements
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Estate and succession planning

  • Development of a strategy for transferring assets to heirs and beneficiaries
  • Legal structuring of succession mechanisms (wills, agreements, and corporate instruments)
  • Designing ownership structures to support succession planning and control
  • Assessment of the tax implications of inheritance and gifting
  • Coordination with notaries, banks, and specialist advisors
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Asset protection

  • Establishment of legal and corporate mechanisms to safeguard assets and beneficiary interests
  • Risk segregation and limitation of liability exposure
  • Structuring ownership of key assets (real estate, equity interests, intellectual property)
  • Preparation and support of protective measures in anticipation of potential disputes and claims
  • Ensuring confidentiality and lawful protection of personal data
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Legal advisory and financial support

  • Establishment and ongoing support of international companies and holding structures
  • Corporate administration: documentation, resolutions, registers, and authorities
  • Contract drafting and transaction support across multiple jurisdictions
  • Compliance, KYC/AML, and coordination with banks and counterparties
  • Support of operational activities and coordination of external advisors across jurisdictions
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Step-by-step process with Mirsatori

Step-by-step process with Mirsatori

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