Family office legal counsel.
Loeb & Loeb is a law firm founded in Los Angeles in 1909 by Edwin and Joseph Loeb. Its dedicated Family Office practice advises family offices of different forms, including single- and multigenerational families and formally or informally organised offices. It coordinates with a family’s own professionals and outside accounting, insurance, investment, business, legal and tax advisers.
The practice covers tax-efficient formation, structuring and administration of family offices; trusts, estates and tax planning; tax controversies and fiduciary matters; and cross-border issues. Its philanthropy work includes foundations, donor-advised funds, governance, tax compliance, planned giving, charitable assets and board succession. Private trust company formation and administration are also within the published scope.
For family capital and businesses, Loeb describes legal advice on private equity and venture capital, control and minority investments, co-investments, acquisitions and business succession. Other services cover real estate, employment and executive compensation, intellectual property, insurance strategies and the acquisition or disposal of high-value assets such as art, aircraft and watercraft. These are legal capabilities; they do not establish a discretionary asset-management mandate or assets under management.
The team also handles commercial and trust-and-estate disputes and regulatory matters, including Investment Advisers Act registration and exemption questions. A prospective client should identify the relevant entities, jurisdictions, assets and existing advisers so the legal engagement can be scoped around the family’s actual arrangements.
The official Family Office page names Ross D. Emmerman, Michael Rosen-Prinz and Kimberly Eney as co-chairs. The firm has offices across the United States and Asia. Its published office list includes Los Angeles, New York, Chicago, Nashville, Washington, D.C., San Francisco, Tysons, Beijing and Hong Kong; an office location alone does not establish advice on every jurisdiction’s law.
Loeb describes a formal legal project-management process using trained attorneys and business managers, matter budgets, task codes and regular client communication. It says it proactively uses alternative fee arrangements. Ask for the proposed scope, staffing, budget, billing arrangement and responsibility for outside advisers rather than assuming one hourly rate or standard family-office retainer.
The firm states that it achieved ISO 27001 certification in 2017 and describes security and business-continuity processes. That is the firm’s disclosure, not an independent current certification review or a guarantee of information security.
Yes. It has a dedicated Family Office industry group.
It is co-chaired by Michael Rosen-Prinz, Ross D. Emmerman and Kimberly Eney.
In Los Angeles in 1909.
Current service sources: Family Office practice and co-chairs; firm history, project management and fee approach. Reviewed 1 November 2026.
Strengths. Long history; US and Asia reach.
Watch-outs. Legal advice and representation, not discretionary investment management; Jurisdiction and practice coverage depend on the engagement; Fees require a scoped proposal; alternative fee arrangements are described; Firm security disclosures are not an independent certification check.
Built for Single Family Office (SFO), Private Wealth Owners / Principals.
Family offices and family members needing legal support across business, personal and philanthropic matters, including single- and multigenerational and formal or informal office structures. Confirm the jurisdiction, responsible practice team and engagement scope; this is not a portfolio-management service.
Yes
Family Office co-chairs coordinate legal expertise with the family’s existing professionals and advisers. The firm describes senior-attorney involvement, regular client communication and legal project management.
Discuss the family office structure, business and personal legal needs, relevant jurisdictions and existing advisers with the Family Office team. Agree the legal scope, responsible lawyers, budget and billing arrangement before engagement.
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