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Proskauer

One source for multigenerational solutions.

United StatesServices-only
01 — Overview

What Proskauer does

Proskauer Rose LLP advises single and multi-family offices worldwide. Its multidisciplinary team includes former SEC lawyers who helped craft the family office regulations under the Dodd-Frank Act.

The team helps ultra-high-net-worth families decide whether they need a family office, set one up, and restructure it as circumstances and tax laws change. It also advises on the office's investment activity, from fund commitments and co-investments to custom private funds and M&A for family-owned businesses.

Key facts

  • Legal name: Proskauer Rose LLP
  • Regulatory pedigree: Team includes former SEC lawyers who helped craft the Dodd-Frank family office rule
  • Related practices: Private Client Services; International Private Client Services

What the firm does

  • Family office set-up and restructuring.
  • Employment, executive compensation and benefits for office staff, plus talent retention and confidentiality.
  • Investments: private equity and hedge funds, co-investments, joint ventures and minority or majority stakes.
  • Custom private funds and liquidity solutions.
  • M&A for family-owned businesses and decisions on taking third-party capital.
  • Estate planning, trust administration and fiduciary litigation.
  • Charitable trusts and foundations, cybersecurity, insurance and real estate.

For family offices

Proskauer fits large family offices that behave like institutional investors and need regulatory, funds and M&A expertise alongside estate and trust work.

Considerations and fit

Its pricing and scale suit larger offices. Legal advice only. Fees are not published.

Frequently asked questions

What does Proskauer do for family offices?

It helps families decide whether to form an office, sets up and restructures offices, and advises on staff, compensation, investments, funds, M&A, estate planning and trusts.

Why does Proskauer highlight SEC experience?

Its team includes former SEC lawyers who helped craft the family office regulations under the Dodd-Frank Act.

Does Proskauer advise international families?

Yes. It has a separate International Private Client Services practice for multinational families, alongside its Family Offices team.

Sources: proskauer.com family offices practice page; proskauer.com professional profiles. Facts checked 21 October 2026.

The assessment

Strengths. Regulatory pedigree; Funds and M&A depth.

Watch-outs. Best suited to larger offices; Legal advice only; Fees not published.

02 — Product & capabilities

What it covers

Core tasks
  • Family office formation and restructuring
  • Compensation and benefits
  • Fund investments and co-investments
  • Custom private funds
  • M&A
  • Estate planning and trusts
Notable features
  • Former SEC lawyers on family office rule
  • Custom private fund formation
  • Fiduciary litigation
  • International private client team
  • Cybersecurity and data privacy
03 — Company

The firm behind it

Ownership
Partnership (LLP)
Software type
Services-only
Headquarters / markets
United States
Key people
SStephanie E. HeilbornPartner, Private Client Services and Family Offices, New York
CChristiana LazoPartner, Private Client Services and Family Offices, New York
04 — Clients & fit

Who it’s for

Built for Single Family Office (SFO), Multi Family Office (MFO), Private Wealth Owners / Principals.

Yes

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