Keating Muething & Klekamp Announces Family Office Services Practice Area
Keating Muething & Klekamp PLL (KMK Law®) has launched its Family Office Services practice area, building on years of experience in advising high-net-worth families. The multi-disciplinary team aligns the service offering to meet the increasingly complex needs of family office clients seeking long-term wealth preservation, succession planning, and personalized advisory services.
KMK Law has long served as a trusted partner to families, helping to structure family offices that ensure the protection, growth, and efficient transfer of wealth across generations. The new Family Office Services practice consolidates the firm’s capabilities to better serve clients with a holistic, client-centered approach.
“The formal formation of the Family Office Services practice area is the culmination of many years of advising high net-worth families to meet their goals,” said Alan Fershtman, Managing Partner at KMK Law. “Our Family Office Services team, led by Dan Fales and Greg Hartmann, brings together experienced attorneys from multiple practice areas to provide integrated legal and strategic solutions tailored to meet those unique needs.”
The Family Office Services team’s experience extends beyond traditional legal services, partnering with financial and accounting professionals to deliver well-rounded support at every stage of a family office’s lifecycle. The KMK Law Family Office Services Team provides a range of services, including:
Wealth Planning & Preservation: Crafting estate plans, succession strategies, and alternative investment structures to protect family assets and facilitate generational wealth.
Office Structuring: Designing efficient tax strategies that align client’s financial goals with local and international tax laws.
Corporate & Business Advisory: Establishing governance frameworks for family-owned businesses, including board structures, shareholder agreements, and corporate policies.
Investment Management: Provide advice on investment strategies, including structuring of investment vehicles and implications of various asset choices. Support execution of due diligence into potential investments, support merger and acquisition activity and ensure compliance with SEC regulations.
Risk Management & Compliance: Implementing cybersecurity strategies, asset protection measures, and compliance with legal and regulatory requirements.
Charitable Giving: Structuring philanthropic initiatives that align with family values and financial goals.
Personal Legal Services: Provide counsel on family law matters, luxury assets, and dispute resolution.
About Dan Fales
Dan Fales practices in the Business Representation & Transactions Group where he assists public and private companies in the federal income tax and business planning areas, as well as business owners and public company executives. Fales has served as a tax and business advisor to family offices throughout his career. He works from formation to investment and family growth stages. Fales has helped numerous families navigate the inter-generational wealth transfers. He has also counseled family offices in private investments.
About Greg Hartmann
Greg Hartmann is a trusted advisor with 20 years of diversified experience as an attorney, former government official, and a private consultant for Ohio government relations. Hartmann has more than 20 years of experience in the family office space as an Investment Committee member of Hillenbrand Capital Partners (a multi-generational family), including hiring a Chief Investment Officer as chair of the search committee and a Chief Financial Officer. He has coordinated outside services, including trust, investment consultants, insurance, and legal for family offices.
About Keating Muething & Klekamp PLL
The law firm of Keating Muething & Klekamp PLL (KMK Law®), based in Cincinnati, Ohio, is a nationally-recognized law firm delivering sophisticated legal solutions to businesses of all sizes—from Fortune 50 corporations to start-up companies. KMK Law has achieved Mansfield Certification Plus status. KMK Law has been awarded a Top Workplaces honor by The Enquirer Media since 2012. Chambers USA: America’s Leading Business Lawyers® 2024 recognized KMK as a leading law firm in Ohio in Banking & Finance, General Commercial Litigation, and Real Estate and in Ohio: South Central in Corporate/Mergers & Acquisitions. KMK Law earned four National Rankings in Corporate Law, Land Use & Zoning Law, Project Finance Law and Venture Capital Law and 37 Metropolitan Rankings in the 2024 “Best Law Firms” Report. Founded in 1954, KMK has approximately 135 lawyers and a support staff of 120 employees. Additional information is available at www.kmklaw.com.
