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Family Office & Private Wealth Counsel

Family Office General Counsel in Florida

Marsicano + Leyva PLLC serves as outside general counsel to family offices and high-net-worth families across Miami-Dade and Broward County. We provide confidential, ongoing legal counsel that integrates with your family's broader wealth strategy — coordinating with, not replacing, your estate planning, tax, and investment advisors.

Why Choose Our Legal Services

Outside general counsel for single-family and multi-family offices
Family governance and family charter development
Entity and investment-vehicle structuring and compliance
Coordination with estate planners, CPAs, and wealth advisors — not a replacement for them
No tax advice; counsel focused on entity structure, governance, and risk
Confidential, long-term, relationship-based representation

How We Can Help You

Our experienced legal team provides comprehensive services tailored to your specific needs and circumstances.

Family Office Governance

Structuring and governance counsel for single-family and multi-family offices.

What's Included

  • Family office entity formation and structure
  • Family constitution and governance documents
  • Investment policy statement review
  • Family council facilitation support
  • Succession and continuity planning

Entity & Investment Structure

Legal structuring for the holding companies, investment vehicles, and operating businesses a family office manages.

What's Included

  • Holding company and investment entity formation
  • Co-investment and joint-venture agreement drafting
  • Fund subscription document review
  • Regulatory compliance coordination (SEC, FINRA)
  • Cross-border investment structuring

Ongoing Outside General Counsel

A single legal point of contact for the family's ongoing business and legal matters, available on a retainer basis.

What's Included

  • Contract and transaction review before commitments are made
  • Governance and entity maintenance across the family's holdings
  • Early identification of legal risk and exposure
  • Coordination of litigation counsel on disputes that arise
  • Priority handling for time-sensitive matters

Advisor Coordination & Confidentiality

Serving as the coordinating legal point of contact among the family's estate planners, CPAs, and wealth advisors, under confidentiality protocols built for private families.

What's Included

  • Coordination with estate planning attorneys, CPAs, and trustees
  • Consistent legal positions across the advisor team
  • Confidentiality protocols for sensitive family information
  • Discreet handling of multi-generational matters
  • Communication structured around the family's privacy preferences

Frequently Asked Questions

Straight answers to the questions we hear most. Still unsure? We'll walk you through it.

Ready to Get Started?

Contact us today for a confidential consultation to discuss your legal needs and how we can help you achieve the best possible outcome.