We provide family offices with legal services, including tax strategy, estate planning, entity formation and governance, private equity and transaction evaluations, charitable and asset protection arrangements, risk management, real estate and corporate services, dispute resolution and litigation services as well as employment, records retention, investment RFPs and numerous other services. Our family office clients range from multimillion-dollar organizations with little to no staff to complex and multi-faceted organizations with full time employees and billions of dollars in net worth. Whether you need a single issue addressed or an outsourced Chief Legal Officer, we can provide the very best service – at the very best value.
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- Do You Have Choice of Counsel in Insurance Litigation?Legacy Matters
- Hot Topics for Private Clients and Family Offices from the 2024 Heckerling Institute on Estate Planning – Part TwoLegacy Matters
- Did You Form New Entities this Year? You Still Need to Complete CTA ReportingLegacy Matters
- Hot Topics for Private Clients and Family Offices from 2024 Heckerling Institute on Estate Planning – Part OneLegacy Matters
- The IRS is Shifting Audit Attention to Large Partnerships and Wealthy IndividualsLegacy Matters
- Private Client and Family Office Practice Welcomed Eric Allyn to Warner’s Family Engagement SymposiumLegacy Matters
- Does Everyone in Your Family Have Completed Estate Planning Documents?Legacy Matters
- Shared Ownership of Family Cottages, Part Two: Ownership Structures for Shared Family PropertyLegacy Matters
- Shared Ownership of Family Cottages, Part One: Does It Make Sense to Pass the Cottage to Future Generations?Legacy Matters
- When Must a Fiduciary Relationship Exist to Establish Presumption of Undue Influence?Michigan Probate Litigation Cases & News
- A Reminder of a Fiduciary’s Duty to Use Forms Approved by the State Court Administrative OfficeMichigan Probate Litigation Cases & News
- When a Non-trustee Helps Administer the TrustMichigan Probate Litigation Cases & News
- May the Surviving Co-grantor of a Joint Trust Amend or Revoke the Trust After the Death of the First Grantor?Michigan Probate Litigation Cases & News
- Two Methods to Curtail a Litigious Beneficiary in Probate CourtMichigan Probate Litigation Cases & News
- More Marriages Being Contested In Probate LitigationMichigan Probate Litigation Cases & News
- Reflections on 2022 – A Year of UncertaintyLegacy Matters
- Charitable Giving – Make It a Family DiscussionLegacy Matters
- How To Be a Good Trust BeneficiaryLegacy Matters
- 2024 Midwest Securities Law Institute
- Meals on Wheels Western Michigan: Planned Giving Lunch and Learn
- ICLE 36th Annual Tax Conference
- Estate Planning: Demystifying Your Legacy
- National Family Law Trial Institute Litigation Seminar
- ICLE 64th Annual Probate & Estate Planning Institute Seminar
- Michigan Venture Capital Association’s Corporate Transparency Act Webinar
- Midland Business Alliance: What You Need to Know About the Corporate Transparency Act
- City Life Church Presents Financial Foundations
- Michigan Farm Bureau Presents: Take Root: Farm Succession and Estate Planning Conference
- ICLE 22nd Annual Family Law Institute
- ICLE Seminar: Pre- and Postnuptial Agreements
- Family Business Alliance 2023: Exploring Family Ownership Structures: Slicing the Pie
- Michigan Capital Network Fall Fund Update
- Crain’s Grand Rapids Business POWER Breakfast Series: What’s Next for Family Business?
- 63rd Annual Probate & Estate Planning Institute Seminar – Plymouth
- 63rd Annual Probate & Estate Planning Institute Seminar – Acme
- Transitioning Your Business … Selling Your Business … Succession Planning …
- Michigan Association of CPAs: Forensic Accounting and Valuation Services Conference
- Family Business Alliance Board of Directors Workshop
- Webinar: 2015 Estate Planning Update for Family Offices
- Seven Warner Attorneys, Firm Named Top Leaders in Chambers High Net Worth 2023 Guide
- Bruce Young Among Leaders Who Discuss Transitions, Values, Culture at Crain’s Grand Rapids Business Power Breakfast
- Scott J. DeWeerd Joins Warner
- Annual Michigan Capital Network Fund Update
- Warner Partner Bruce C. Young Honored by Inclusion in Michigan Lawyers Weekly 2022 Hall of Fame
- Six Warner Attorneys, Firm Named Top Leaders in Chambers High Net Worth 2021 Guide
- Warner Partner Gregory Demers Presents at Mackinac Center’s Virtual Estate Planning Event
- When a Prenuptial Agreement Isn’t an Option
- Mark Harder on Estate, Tax Planning Ideas for a COVID-19 Economy Holland Sentinal
- Five Warner Attorneys Recognized as Leaders in Their Field in Chambers High Net Worth Guide
- Warner Names Eight Attorneys as Partners
- Two Warner Partners Named to Grand Rapids Business Journal’s 40 Under 40 List
- Laura A. Jeltema Joins Warner
- Connelly v. United States Decision Affects Life Insurance for Closely Held Business Owners
- Do You Have Choice of Counsel in Insurance Litigation?
- Hot Topics for Private Clients and Family Offices from the 2024 Heckerling Institute on Estate Planning – Part Two
- Did You Form New Entities this Year? You Still Need to Complete CTA Reporting
- Hot Topics for Private Clients and Family Offices from 2024 Heckerling Institute on Estate Planning – Part One
- The IRS is Shifting Audit Attention to Large Partnerships and Wealthy Individuals
- Private Client and Family Office Practice Welcomed Eric Allyn to Warner’s Family Engagement Symposium
- Does Everyone in Your Family Have Completed Estate Planning Documents?
- Estate Planning Focus – Summer 2023
- Summer 2023 Attorney Spotlight – Trusts and Estates Practice Group
- Passing the Family Cottage to the Next Generations
- Shared Ownership of Family Cottages, Part Two: Ownership Structures for Shared Family Property
- Shared Ownership of Family Cottages, Part One: Does It Make Sense to Pass the Cottage to Future Generations?
- When Must a Fiduciary Relationship Exist to Establish Presumption of Undue Influence?
- A Reminder of a Fiduciary’s Duty to Use Forms Approved by the State Court Administrative Office
- When a Non-trustee Helps Administer the Trust
- May the Surviving Co-grantor of a Joint Trust Amend or Revoke the Trust After the Death of the First Grantor?
- Two Methods to Curtail a Litigious Beneficiary in Probate Court
- More Marriages Being Contested In Probate Litigation
- Reflections on 2022 – A Year of Uncertainty
- Charitable Giving – Make It a Family Discussion
- How To Be a Good Trust Beneficiary
- Estate Planning Focus – Winter 2020