FAMILY OFFICE

OVERVIEW

Families with significant business, investment, and real estate holdings often face legal needs that extend across generations, entities, and asset classes. Peck Baxter serves as trusted counsel to family offices, high-net-worth families, entrepreneurs, and closely held businesses, providing coordinated legal advice designed to protect assets, manage risk, and support long-term family and investment objectives.

Our attorneys advise on family office structures and governance, business and investment transactions, private investments and credit, real estate, entity formation and restructuring, contracts, succession planning, estate and trust matters, generational wealth transfer, and disputes involving family enterprises and closely held assets. We also work alongside clients’ tax, investment, accounting, and other professional advisors to coordinate sophisticated strategies across disciplines.

Every family office is different. Peck Baxter develops long-term relationships with clients to understand their businesses, investments, family dynamics, and objectives rather than treating individual matters in isolation. By combining corporate, real estate, estate planning, and litigation experience, we provide practical counsel across the lifecycle of family wealth—from creating and acquiring assets to protecting, managing, and ultimately transferring them to future generations.

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PEOPLE

PARTNER

Daniel K. Watkins

Logan, UT +1 435-787-9700

dwatkins@peckbaxter.com

PARTNER

MICHAEL D. JEWELL

Logan, UT +1 435-787-9700

mjewell@peckbaxter.com

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