Cummings & Lockwood

Family Office and Closely Held Business Group

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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:

thing-for-family-services

Name Title Practice Group Office Phone Email vCard
Laura Weintraub Beck
Laura Weintraub Beck

Vice Chair of Cummings & Lockwood and Chairman, Private Clients Group

lbeck@cl-law.com

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 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4930 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4936 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6554 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6511 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Palm Beach Gardens, FL 561.214.8508 Download vCard
Principal Corporate & Finance Group, Commercial Real Estate Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4492 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Bonita Springs, FL 239.390.8068 Download vCard
Principal Litigation Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4106 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Naples, FL 239.649.3178 Download vCard
Counsel Private Clients Group, Family Office and Closely Held Business Group Bonita Springs, FL 239.390.8060 Download vCard
Principal Litigation Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4108 Download vCard
Firm Chairman Commercial Real Estate Group, Corporate & Finance Group, Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4100 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4343 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6504 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4919 Download vCard
Principal Corporate & Finance Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4209 Download vCard
Principal Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4308 Download vCard
Associate Commercial Real Estate Group, Corporate & Finance Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4276 Download vCard