Family Office Representation

At Brager Tax Law Group, we understand that family offices face unique IRS challenges related to sales tax, employment tax and income tax, when it comes to navigating increasingly complex tax and regulatory environments, managing wealth, and preserving legacies. A big part of our practice is working within the office space for mid-market companies. Our former IRS attorneys bring deep knowledge and practical experience to help family offices protect their assets while supporting long-term growth to help family offices defend themselves against any actions by the IRS, state income tax or sale tax office authorities.

• IRS Insight: Our team’s background inside the IRS gives us a distinct advantage in tax litigation and controversy matters. We know how to anticipate and resolve issues before they become crises.
• Middle-Market Expertise: Family offices in the middle market often balance the sophistication of institutional wealth management with the personal priorities of closely held businesses and family assets. We provide strategies that bridge both worlds.
• Tailored Solutions: Every family office has different priorities—from succession planning and cross-border tax issues to compliance with the Corporate Transparency Act. We design approaches that align with the family’s vision and evolving financial landscape.

The family office model is about more than just financial management—it’s about protecting what matters most for generations to come. Brager Tax Law Group serves as a trusted partner, offering not only technical tax guidance but also insight into the broader business and regulatory environment.

Family offices in the middle market are distinct from ultra-high-net-worth or institutional offices:

• The Differences
• Ultra-High-Net-Worth Offices: Often have multi-disciplinary teams of attorneys, accountants, and compliance officers on staff.
• Middle-Market Offices: Leaner in structure, relying on trusted external partners like Brager Tax Law Group for specialized tax litigation and compliance.
• Focus & Priorities

  Middle-Market Offices: Typically center around privately held businesses, real estate portfolios, and family-run enterprises, requiring practical legal strategies with their hands-on legal team and accounting advisors. We work hand in hand with corporate boards, accounting firms and management to protect the company from federal and state income tax, sales tax, and employment tax issues that may come up.

• Risk Profile

  Middle-Market Offices: Face IRS scrutiny and regulatory obligations, but often without the same internal capacity as ultra-high net worth income— making outside legal counsel critical.

• IRS Tax Litigation & Controversy: Defense in audits, appeals, and
• Cross-Border & Expatriation Matters: Strategies for families with international operations or mobility.
• FBAR & Foreign Account and Investment Reporting: Avoiding exposure to severe civil and criminal penalties.
• Structuring for Closely Held Businesses: Aligning tax strategies with business operations and family governance.

• Audit Exposure: A family office managing real estate and operating LLCs was hit with an IRS audit across multiple entities. We limited the scope, resolved disputes, and built a defense framework for future audits.
• Sales Tax: Especially in California the family office space audits that we see in our practice every day.
• Cross-Border Expansion: A family office branching into Europe faced dual reporting risks. We structured an approach that met U.S. and foreign requirements without creating unnecessary tax burdens.

Brager Tax Law Group is not a wealth management firm. We do not manage investments or assets. Instead, we provide the specialized tax controversy and compliance expertise, and income tax, sales tax, and employment tax resolution that allows middle-market family offices to thrive. We defend your family offices from the IRS and aggressive California sales tax, employment tax and income tax matters. By resolving disputes, safeguarding compliance, and strengthening governance, we enable family offices to focus on what matters most: stewardship, growth, and generational continuity. We ARE your family office tax attorneys! Call us now for a free consultation at 310-208-6200.