What new Family Office Services does OLN add for clients?

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Oldham, Li & Nie Introduces Comprehensive Family Office Services

Oldham, Li & Nie (OLN) has launched a dedicated Family Office Services practice, significantly expanding its offerings to international families. This new practice integrates legal support across a broad spectrum of needs, including family office establishment, wealth management, succession planning, and complex cross-border structuring. The firm aims to provide tailored solutions that address wealth protection, growth, and the long-term legacy of its clients.
Family Office Establishment and Structuring

The firm's new practice will assist clients in establishing and structuring their family offices. This includes providing integrated legal support for the foundational setup and ongoing operational framework of these entities, ensuring they align with the family's specific objectives and governance requirements.
Wealth Management and Succession Planning

OLN's enhanced services encompass comprehensive wills and succession planning, as well as trusts and asset protection strategies. The practice is equipped to handle complex estate planning matters, aiming to safeguard and transfer wealth efficiently across generations while considering international legal and tax implications.
Cross-Border and International Coordination

A key component of the new practice involves providing cross-border tax and structuring advice, with specific expertise in elements related to the US and France. Furthermore, OLN will offer international family office coordination, working with global advisors to manage diverse assets and interests across multiple jurisdictions.
Integrated Support Services

Beyond core legal services, OLN's Family Office Services practice will deliver ongoing accounting and reporting, outsourced CFO and COO support, and strategic business advisory services. These integrated offerings are designed to provide family offices and private investment structures with holistic operational and strategic guidance.

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What new Family Office Services does OLN add for clients?

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