Family office… or family business?

A few months ago family office lawyers joined in a panel discussion in New York City.  I moderated that panel discussion, and even though I have plenty of experience in this field, I learned so much from coming together with others and sharing best practices. One topic we discussed was “Family office…or family business?”. I’m pleased to share a..

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Our Clients Write…

January 26, 2017 | posted in: Lighter Side, Uncategorized | by

We love and appreciate our clients, and nothing makes us happier than reading their kind words, like this fun poem we received recently from a particularly grateful client:   We just have to tell you how much we admired how you try to help every client, never giving up, never being tired.   You are..

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Do you know someone who needs help?

January 23, 2017 | posted in: Legal and Business Articles & Blog | by

If I had a nickel for everybody who started law school with me saying they were doing it because they wanted to help people, I’d have lot of nickels.  I was one of those starry-eyed idealists myself.  But here’s the thing that amazes me:  that’s exactly what I do, every single day. When people ask..

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The 5 Best Ways to Avoid Post-Liquidity-Event Litigation

For family offices or family enterprises, a liquidity event such as the sale of the main business can open your business up to a whole range of opportunities and vulnerabilities.  That’s why you need good advice at every stage.  By following these five simple guidelines, you’ll avoid the most serious problems and protect yourself, your..

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A Day at the Office – Family and Business Hand in Hand

November 17, 2016 | posted in: Lighter Side | by

Do your kids know where you work?  Do they know what you do there? Last month, I brought my children to explore our brand-new New Jersey office, at 1135 Clifton Avenue, Suite 104.  I was a little worried, at first, that they wouldn’t find anything interesting to do there, but that concern evaporated even before..

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Firm Announcements

We are proud to announce that we have moved our New Jersey office to a larger space to better serve our clients. Our New Jersey address is now: 1135 Clifton Avenue, Suite 104 Clifton, New Jersey 07013.                 David moderated a discussion panel at the NYSSCPA breakfast last month, discussing “Making Legal Mountains out of Legal Molehills..

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Making Legal Mountains out of Legal Molehills – when to and when not to

September 15, 2016 | posted in: Events, Publications and Presentations | by

E. David Smith will be moderating a panel about “Making Legal Mountains out of Legal Molehills – when to and when not to” at the New York State Society of CPAs (NYSSCPA) Family Office Committee September Breakfast. The panel will explore the role and art of the lawyer in advising family office clients, determining when to make..

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Wine & Cheese Reception

We are proud to announce that we have moved our New Jersey office to a larger space to better serve our clients. Our New Jersey address is now: 1135 Clifton Avenue, Suite 104, Clifton, New Jersey 07013 Please join us for a Wine & Cheese Reception Tuesday, June 21st, 4pm-6pm  RSVP to legalassistant a.t.

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Inn of Transactional Counsel Presentation

February 19, 2016 | posted in: Events, Publications and Presentations | by

On March 9th, E. David Smith will be presenting at the Inn of Transactional Counsel meeting at the offices of Lum, Drasco & Positan, LLC. The presentation will cover major family office law issues and breaking legal issues, touching on regulatory and governance issues, structural issues, succession issues, contracts and confidentiality, as well as the..

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Join Us As We Face the Challenges of Family Enterprises

February 16, 2016 | posted in: Events, Publications and Presentations | by

On Wednesday, March 2nd, E. David Smith will be speaking at a meeting of the Executives Club of New Jersey, which will take place at the Parsippany Troy Hills Library, located at 449 Halsey Rd, Parsippany-Troy Hills, NJ. Entitled “Legal Challenges of Family Enterprises”, the presentation and round-table executive discussion will focus on the unique, and often overlooked,..

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