FAMILY OFFICE SERVICES
FOR COMPLEX GENERATIONAL WEALTH
At Gould Cooksey Fennell, our Family Office Services are designed to serve as your trusted legal and strategic partner, integrating sophisticated planning, oversight, and coordination across every aspect of your family’s wealth, governance, and legacy. For more than two decades, we’ve helped high-net-worth families build enduring structures that preserve values, protect assets, and prepare future generations for stewardship.
Our approach to family office
We act as an extension of your family, offering the coordination and perspective often expected from a private general counsel. Our team works closely with your advisors, trustees, and key family members to ensure all elements of your plan are aligned, strategic, and adaptive to your evolving needs. Each family is supported by a lead attorney and a dedicated relationship manager, providing consistent service and forward-thinking counsel. Our focus is not only on technical excellence but also on building long-term, trusted relationships across generations.
The difference Family Office makes
Many families begin with strong legal planning at Gould Cooksey Fennell. As assets grow, advisors multiply, and more family members are affected, the challenge often shifts from creating documents to keeping everything aligned. Our Family Office Services are designed for that stage. The work is not one transaction at a time. It is an ongoing, coordinated approach that helps families stay organized, intentional, and prepared across generations.
WHAT FAMILY OFFICE OFFERS
For the right families, Family Office typically adds support in four areas.
Coordination A clearer point of communication across legal, tax, accounting, insurance, charitable, and other trusted advisors.
Strategic Planning Ongoing support around long-term priorities such as succession, stewardship, family continuity, and charitable intent.
Family Continuity More structure around family meetings, next-generation preparation, and the relational side of long-term planning.
Follow Through More organization around action items, updates, and the practical next steps that keep planning moving forward.
Our Family Office Service Offerings
These services are delivered through a coordinated family office approach that aligns your advisors, priorities, and planning over time.
Estate & Succession Planning
Structure and maintain your estate plan so it remains aligned with your family, your assets, and evolving legal and tax considerations over time.
Tax Strategy & Compliance
Coordinate with your tax advisors to implement proactive strategies, reduce exposure, and ensure consistency across planning decisions.
Financial Planning & Investing
Bring clarity to cash flow, balance sheet, and investment oversight through coordinated planning and structured financial reporting.
Wealth Strategy
Align your family’s resources with long term objectives, including growth, preservation, and the intentional use of wealth across generations.
Family Governance & Education
Establish frameworks for communication, decision making, and leadership development so future generations are prepared and engaged.
Philanthropy & Charitable Planning
Structure and guide your charitable activities to reflect your values, create meaningful impact, and involve family members over time.
Lifestyle & Privacy Services
Support the personal side of wealth by coordinating planning around privacy, security, education, and lifestyle priorities.
Risk & Insurance Advisory
Evaluate and coordinate risk management strategies to protect assets, mitigate exposure, and support long term stability.
Private Trust Company Services
Design and support private trust structures that allow for greater control, flexibility, and long term family governance.
Who Needs Family Office Services?
Our services are designed for families with substantial or complex assets who want coordinated, values-based guidance. Whether you’re navigating a liquidity event, managing multigenerational wealth, overseeing family business transitions, or seeking structure around governance and philanthropy, we serve as your legal and strategic partner. We also support part-time Florida residents, snowbirds and seasonal homeowners who require seamless planning across jurisdictions.
How well is your family’s wealth planning connected?
Our Family Office Planning Checklist offers a simple way to review the key areas that often shape long-term wealth stewardship, from governance and philanthropy to advisor alignment and continuity.
Download the checklist to better understand where your family is well positioned and where greater coordination may be helpful.
Exclusive Family Office Insights
A curated collection of insights for families navigating the broader issues that shape long-term wealth stewardship, family continuity, and multigenerational planning.
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Meet the Family Office Team
Our team includes board-certified attorneys, LL.M.-trained tax professionals, and dedicated directors and coordinators focused exclusively on family office services. We offer strategic legal counsel and personalized support across wealth, governance, philanthropy, and planning.
Our Family Office Service Chair & Directors
Todd W. Fennell
Director
Gail Alexander
CO-Director
Iliana Malaret
CO-Director
April Chiarella
Client Coordinator
Lianne Martinez Schuur
Client Coordinator
Lauren Talaga
Client Coordinator
LET’S TALK ABOUT WHAT MATTERS MOST
If you’re ready to simplify complexity and align your wealth with your family’s long-term vision, we invite you to schedule a confidential consultation. Our team will listen, assess, and create a tailored strategy, so you can lead with clarity and confidence.
REQUEST A CALL WITH A FAMILY OFFICE PROFESSIONAL
* Our attorneys and staff value your privacy and will not share your personal information with any third-party entities.