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 | |
![]() Laura Weintraub BeckVice Chair of Cummings & Lockwood and Chairman, Private Clients Group T203.863.6590 F203.862.2610 |
Vice Chair of Cummings & Lockwood and Chairman, Private Clients Group | 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 | 860.313.4930 | ![]() |
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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, Family Office and Closely Held Business Group | Greenwich, CT | 203.863.6511 | ![]() |
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Principal | Private Clients Group, Family Office and Closely Held Business Group | Palm Beach Gardens, FL | 561.214.8508 | ![]() |
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Principal | Corporate & Finance Group, Commercial Real Estate Group, Family Office and Closely Held Business Group | Stamford, CT | 203.351.4492 | ![]() |
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Principal | Private Clients Group, Family Office and Closely Held Business Group | Bonita Springs, FL | 239.390.8068 | ![]() |
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Principal | Litigation Group, Family Office and Closely Held Business Group | Stamford, CT | 203.351.4106 | ![]() |
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Principal | Private Clients Group, Family Office and Closely Held Business Group | Naples, FL | 239.649.3178 | ![]() |
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Counsel | Private Clients Group, Family Office and Closely Held Business Group | Bonita Springs, FL | 239.390.8060 | ![]() |
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Principal | Litigation Group, Family Office and Closely Held Business Group | Stamford, CT | 203.351.4108 | ![]() |
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Firm Chairman | Commercial Real Estate Group, Corporate & Finance Group, Private Clients Group, Family Office and Closely Held Business Group | Stamford, CT | 203.351.4100 | ![]() |
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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 | West Hartford, CT | 860.313.4919 | ![]() |
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Counsel | Private Clients Group, Family Office and Closely Held Business Group | Stamford, CT | 203.351.4195 | ![]() |
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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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Associate | Commercial Real Estate Group, Corporate & Finance Group, Family Office and Closely Held Business Group | Stamford, CT | 203.351.4276 | ![]() |
- Laura Weintraub Beck
- Paul L. Bourdeau
- Caroline Demirs Calio
- B. Cort Delany
- Daniel P. Fitzgerald
- David M. Halpen
- Michael J. Hinton
- Howard M. Hujsa
- Michael P. Kaelin
- Robert L. Lancaster
- David A. Ludgin
- David T. Martin
- Jonathan B. Mills
- John R. Musicaro Jr.
- Douglas H. Olin
- Kelley Galica Peck
- Cara Howe Santoro
- Brendan P. Snowden
- Howard S. Tuthill III
- Scott T. Witthuhn