We exist to empower families to leave a multi-generational legacy.
— Matthew Grupp, President & CEO
Our Professional Services
The Grupp Law Firm offers sophisticated estate planning and trust administration, in order to help families build multi-generational legacies. Together with our colleagues at Grupp Financial, we provide integrated family office services in order to support families on their journey towards a flourishing future.
Legal Services
We construct strategies for your estate—from foundational planning to advanced asset protection—so that you can confidently transfer your family’s wealth to those you love.
Family Office Services
The Private Client team coordinates integrated services so that you have a seamless and holistic experience with your family office. We treat clients with integrity, care, and transparency.
Fiduciary Services
Trustees are bound by high fiduciary responsibilities to administrate trusts on behalf of beneficiaries. These responsibilities can be complex and carry liability. We assist trustees with their fiduciary roles and responsibilities.
Recent Insights
Avoiding 4 Traps of Core Values Discovery
Conducting a core values discovery exercise is a common first step in developing a family governance plan. Businesses will often perform a similar exercise to discover core values. Unfortunately, a values discovery exercise can become an ineffective cliché if it does not actually reflect or impact the behavior of the family. Even worse, poorly chosen […]
Power of Attorney: the Ins and Outs
There are various kinds of power of attorney (POA). Knowing which to use is critical in making sure your goals are accomplished. For purposes of this article, we will focus on “financial” powers of attorney. Financial powers of attorney deal with a person’s assets or financial matters. This includes contract powers, signing authority, and dealing with third […]
Using Probability in Family Office Decision-Making
Family Offices face complex decisions every day. These involve not just financial matters, but also multi-generational family relationships. The family office is responsible for thinking decades into the future to allocate resources and manage dynamics. These decisions can have multi-generational consequences. For any of these decisions, a simple binary is not the most effective way […]