Estate Planning,
Private Wealth,
Family Office
Protecting What Matters. Planning What’s Next.
Significant wealth brings both opportunity and complexity, requiring thoughtful coordination across legal, financial, and personal priorities. Whether you are building, preserving, or transitioning wealth, the right legal partner helps ensure your strategy is aligned, your risks are managed, and your legacy is protected.
Carrington Coleman advises individuals, families, and family offices — as well as the advisors who support them — with disciplined, business-focused counsel. We understand that wealth is often tied to operating businesses, investments, and multi-generational planning. Our role is to bring clarity across those moving parts, translating complexity into practical, actionable guidance so you can make confident decisions.
We serve as a trusted, long-term partner — often functioning as outsourced general counsel for families and family offices. From structuring and governance to dispute resolution and succession, we take a holistic view of your legal needs, helping protect what you’ve built while positioning you for what’s next.
With experience spanning transactional, advisory, and litigation matters, we deliver integrated counsel across the full lifecycle of wealth. Whether coordinating with your existing advisors or stepping in to lead, we remain responsive, discreet, and focused on achieving outcomes that carry real significance for you and your family.
Areas of Focus
- Estate planning, wealth transfer strategies, and trust administration
- Tax planning and controversy, including coordination with tax advisors
- Family office formation, structuring, and governance
- Business formation, ownership structuring, and succession planning
- Mergers, acquisitions, and disposition of family-owned businesses
- Investment structuring, private funds, and portfolio company matters
- Employment matters, executive compensation, and workforce planning
- Family law matters, including prenuptial and postnuptial agreements
- Dispute resolution and litigation involving trusts, estates, and closely held businesses
- Risk management, asset protection, and insurance coordination
- Philanthropy, charitable planning, and foundation governance
REPRESENTATIVE MATTERS
- Represented high-net-worth individuals and families on estate planning, trust administration, wealth succession and protection, probate and estate administration, and guardianship matters
- Represented Texas-based family office in structuring innovative incentive pay arrangements for executive employees
- Successfully defended a trust client at bench trial, obtaining a take-nothing judgment in favor of the trust
- Represented general partner in family limited partnership’s Section 1031 exchange of trophy Texas ranch and acquisitions of income-producing replacement properties nationwide
- Counseled high-net-worth individuals on the structure, governance, and transition of family-owned businesses
- Provided ongoing legal coordination across estate planning, tax, and business matters for multi-generational families
Meet Our Estate Planning, Private Wealth, Family Office Team
Ready When You Are
