Our multidisciplinary team is well-positioned to help clients both here and abroad grow and transfer wealth across generations, as well as impact the world in a positive and significant way, including through various philanthropic channels.

The Advanced Planning & Family Office practice provides a full range of domestic and international tax law services, including tax planning and tax representation attributable to income, estate, gift, excise and franchise tax, treaty analysis and state tax comparisons, and sales and use taxes.

The Ice Miller team maintains a sophisticated financial and estate planning practice laser-focused on delivering thoughtful, creative, and cutting-edge planning strategies to affluent individuals. Service offerings include structuring and implementing comprehensive estate plans, pre-marital planning, asset protection planning, and financial planning—our efforts on behalf of clients include, but are not limited to, drafting, estate administration, probate services, advanced planning, and asset preservation planning.

Key to the advanced planning model—and pioneering in the space—is the practice’s extensive corporate transaction capabilities and experience, which work hand and glove with Ice Miller’s broad and deep lineup of transactional lawyers. The Advanced Planning & Family Office brings to bear the insight and experience critical to guiding family offices and their officers through venture capital, private equity, and direct investment transactions. The team also advises families on their Section 16 reporting obligations with the Securities and Exchange Commission (SEC), as well as their 13F, 13D, 13G, 13H, and Form 3, 4, & 5 reporting obligations.

Collectively, Ice Miller prides itself on its interdisciplinary collaboration, generating innovative and tailor-made solutions that yield the best results for our clients.