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Family office receives counsel related to tax, investments

An ultra-high net worth family needed legal support with regard to management of the family office, including tax law, organization and investments.

Waller served as outside general counsel to a family office. Services provided included tax planning, foundation advice, as well as legal advice related to investments. Client utilized a number of legal services Waller provides (e.g., corporate, real estate, labor and employment, and intellectual property).

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