Planning for the Modern Family Office – What, When, Why, How

Jeanette Suarez Hunter advises high-net-worth individuals, families, family offices and business owners on a wide range of tax, business, succession planning and charitable-giving matters. Jeanette takes a holistic approach to helping her clients preserve their legacies and transfer wealth to future generations, while giving care to each family’s unique dynamics.

Jeanette has extensive experience working with families on ownership issues involving their privately owned business, including governance issues, succession planning, privacy protection and shareholder agreements. She also regularly counsels younger generation family members on learning to be responsible stewards of wealth.

Jeanette frequently counsels her clients on the formation and operation of family offices and private trust companies. She also has significant experience advising individual and corporate fiduciaries and trust beneficiaries in complex estate and trust administration matters.

Jeanette speaks to local and national audiences on tax and estate planning topics. Jeanette is the head of the Chicago office’s Private Client Practice Group and serves as an elected member of the Firm’s Management Committee.