Perkins Coie, LLP

With more than 900 lawyers in 19 offices across the United States and Asia, Perkins Coie represents great companies across a wide range of industries and stages of growth—from start-ups to FORTUNE 50 corporations. Perkins Coie’s Personal Planning group works primarily with individuals, helping them define and meet their estate planning, family and related needs. Measured by size and depth of experience, our group is the most extensive of its kind in the Northwest. Six of our attorneys have been elected Fellows of the prestigious American College of Trust and Estate Counsel. We represent residents of the United States as well as Americans and foreign nationals residing in China, Japan, Taiwan, Hong Kong, Singapore, Thailand, Korea and the Philippines. Many clients have diverse property interests and come to us for advice on transactions in multiple states or foreign countries. Additional services include advising on succession plans, planned giving programs, charitable trusts and private foundations. When necessary, we work closely with our national Litigation practice on a full spectrum of trust and estate litigation on behalf of financial institutions, individual trustees or personal representatives and individual beneficiaries. Perkins Coie has a long history of representing family offices and quasi-family office arrangements. Our team of attorneys has a wealth of experience assisting individuals and families who wish to establish and administer family offices or other similar structures. We regularly help clients analyze succession issues and solve complicated legal challenges that enable families to achieve the goals of their family office. We collaborate with family members and family office advisors who need support in a variety of different disciplines, including: •Estate, gift and generation-skipping transfer tax planning •Income tax planning •State and local tax planning •Trust management, review and advisory services •Dispute resolution services, including experienced litigation support •Tax-exempt organization creation and ongoing management •Entity and asset pooling for investment purposes •State and federal securities regulatory compliance for family offices •Private trust company formation and advice •Fiduciary accounting and systems issues •Family privacy and intellectual property protection •Entity creation and ongoing management services •Liability analysis and protection •Business succession services


Gretchen Materna
Director of Marketing


1155 Avenue of the Americas, 22nd Floor
New York, NY 10036-2711
United States

Other Office Locations

Anchorage, Portland, Bellevue, Boise, Denver, Madison, Chicago, New York, Washington D.C., Phoenix, Dallas, Sand Diego, Los Angeles, Palo Alto, Shanghai, Taipei, Beijing, San Francisco

Disclaimer: The listing of any firm in the Advisor directory, as well as any related profile, report, presentation or other information on this site, does not constitute a recommendation or endorsement by FOX of any firm listed therein, nor does it constitute any form of investment, legal or tax advice. The information contained in any profile, report presentation or other information regarding Advisors has been provided by such Advisor without independent verification by FOX. Accordingly, FOX makes no representation or warranty as to the accuracy or completeness of such information and assumes no liability for any inaccuracies or omissions therein. The “Leading Wealth Advisor” designation is not in any way based upon any client’s experience with, or endorsement of, such Leading Wealth Advisor.