Family office and private client legal counsel.
Lowenstein Sandler is a US law firm with a Family Office and Private Investments practice within Private Client Services. Its stated audience includes founders approaching a liquidity event, newly forming family offices, established single-family offices, multi-family-office platforms, family investment businesses, international families and multigenerational families.
The practice advises on whether and how to establish a family office, its legal structure, ongoing governance and later restructuring. It also describes work on private trust companies, family councils, investment policy statements and succession protocols. These are legal and governance services, not an undertaking to administer every family asset or guarantee a tax outcome.
For investments, the team advises on direct transactions and fund investments, drawing on the firm’s investment-fund and venture-capital capabilities. It supports families moving from passive fund commitments toward more active investment activity by examining the legal, regulatory and operational implications. The appropriate legal structure depends on the actual activity and jurisdiction.
Other capabilities include tax and estate planning, employment matters, philanthropy, regulatory advice and disputes. The firm describes supporting operating family offices with or without in-house counsel and coordinating specialist disciplines through a dedicated legal relationship. Families should agree which work is included, how existing advisers are involved and which lawyer is responsible for cross-practice coordination.
The practice is chaired by Edmund S. Cohen, with Kristin V. Taylor as vice chair. Its team page names a wider group of specialists across the relevant disciplines. The firm lists offices in New York, Palo Alto, Roseland, Salt Lake City, San Francisco, Washington, D.C. and Wilmington. Office presence is not a substitute for confirming the legal jurisdiction and capabilities required for a particular matter.
Contact the practice leadership or the appropriate firm office to discuss the family’s structure, investments, business interests and objectives. Request an engagement scope, fee estimate, timetable and responsibility map for outside advisers. A standard family-office retainer was not established from the reviewed pages. The firm’s website labels its content attorney advertising and notes that results depend on the specific facts and legal circumstances.
Yes. Its Family Office and Private Investments practice sits within Private Client Services.
Partner Edmund S. Cohen is chair and Kristin V. Taylor is vice chair.
1251 Avenue of the Americas, New York.
Sources: Family Office and Private Investments services and leaders; offices and contact. Reviewed 1 November 2026.
Strengths. Investment funds and venture depth; Integrated tax and private client team.
Watch-outs. Legal advice and representation, not a discretionary investment mandate; Jurisdiction, applicable rules and service scope require case-specific review; Fees and engagement responsibilities must be agreed; Results vary with the facts and legal circumstances.
Built for Single Family Office (SFO), Private Wealth Owners / Principals.
Founders facing liquidity events, new and established single-family offices, multi-family-office platforms, family investment businesses, international and multigenerational families seeking legal advice. Confirm the specific jurisdiction, responsible lawyers and service scope.
Yes
Contact the Family Office and Private Investments practice leadership or a listed firm office. The practice describes ongoing outside-counsel support across disciplines for family offices with or without in-house counsel.
Discuss the family office structure, business and investment activities, existing advisers, jurisdictions and legal objectives. Agree the responsible team, scope, timetable and fee arrangements before engagement.
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