Family Office and Closely Held Business Group
Cummings & Lockwood counsels private clients and their family offices and closely held businesses on an array of legal matters, ranging from entity planning and family governance issues to advising on the management of diverse investment portfolios, family trust structures and private foundations which are often part of large family offices. We also assist with the formation of closely held businesses and investment vehicles, including those with concentrated real estate or securities holdings.
The firm’s general focus on private clients enables us to advise families on their immediate financial and investment goals, as well as on their long-term estate and charitable planning strategies.
We offer clients a multi-disciplinary approach to managing family offices and closely held businesses and deliver services that are tailored to their specific legal, business and personal circumstances, needs and objectives.
Our core services include:
| Name | Title | Practice Group | Office | Phone | vCard | |
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Chairman and Managing Director | Private Clients Group, Family Office and Closely Held Business Group | Greenwich, CT | 203.863.6590 | ||
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Principal | Private Clients Group, Family Office and Closely Held Business Group |
West Hartford, CT, Palm Beach Gardens, FL |
860.313.4930, 561.214.8500 | ||
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Principal | Private Clients Group, Family Office and Closely Held Business Group | West Hartford, CT | 860.313.4936 | ||
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Principal | Private Clients Group, Family Office and Closely Held Business Group | Greenwich, CT | 203.863.6554 | ||
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Principal | Private Clients Group, Corporate & Finance Group, Family Office and Closely Held Business Group | West Hartford, CT | 860.313.4946 | ||
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Principal | Private Clients Group, Family Office and Closely Held Business Group | Greenwich, CT | 203.863.6511 | ||
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Counsel | Private Clients Group, Family Office and Closely Held Business Group | Palm Beach Gardens, FL | 561.214.8508 | ||
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Principal | Private Clients Group, Family Office and Closely Held Business Group | Bonita Springs, FL | 239.390.8068 | ||
Michael P. KaelinPrincipal and Co-Chair of Fiduciary and Probate Litigation Group T561.214.8517 F239.430.3360 |
Principal and Co-Chair of Fiduciary and Probate Litigation Group | Litigation Group, Family Office and Closely Held Business Group, Fiduciary and Probate Litigation Group |
Palm Beach Gardens, FL, Stamford, CT |
561.214.8517, 203.351.4106 | ||
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Principal | Private Clients Group, Family Office and Closely Held Business Group, Fiduciary and Probate Litigation Group | Naples, FL | 239.649.3178 | ||
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Principal | Private Clients Group, Family Office and Closely Held Business Group | Stamford, CT | 203.351.4343 | ||
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Principal | Private Clients Group, Family Office and Closely Held Business Group | Greenwich, CT | 203.863.6504 | ||
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Principal | Private Clients Group, Family Office and Closely Held Business Group, Fiduciary and Probate Litigation Group | West Hartford, CT | 860.313.4919 | ||
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Principal | Corporate & Finance Group, Family Office and Closely Held Business Group | Stamford, CT | 203.351.4209 | ||
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Principal | Private Clients Group, Family Office and Closely Held Business Group | Stamford, CT | 203.351.4308 | ||
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Principal | Commercial Real Estate Group, Corporate & Finance Group, Family Office and Closely Held Business Group | Stamford, CT | 203.351.4276 |
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Alerts & Updates
News & Press Releases
- 41 Cummings & Lockwood Attorneys Have Been Recognized by Best Lawyers® in America in Its 2025 Edition
- 42 Cummings & Lockwood Attorneys Have Been Recognized by Best Lawyers® in America in Its 2024 Edition
- Marc T. Finer Joins Cummings & Lockwood as a Principal Tax Attorney
- Cummings & Lockwood LLC Recognized as a “Best Law Firm” by Best Lawyers and U.S. News & World Report
- 41 Cummings & Lockwood Attorneys Have Been Recognized by Best Lawyers® in America in Its 2025 Edition
- 42 Cummings & Lockwood Attorneys Have Been Recognized by Best Lawyers® in America in Its 2024 Edition
- Marc T. Finer Joins Cummings & Lockwood as a Principal Tax Attorney
- Cummings & Lockwood LLC Recognized as a “Best Law Firm” by Best Lawyers and U.S. News & World Report