Family Business Consulting

The Adams and Reese Estate and Wealth Planning/Family Business Consulting Team encompasses one of the largest estate and trust groups throughout the southern United States. We represent some of the most venerable and recognized families in industries such as oil and gas as well as newer wealth from technology and real estate. In that spirit, Adams and Reese provides discrete and knowledgeable counsel for the management and preservation of multi-generational family assets.

But we go beyond the legal requirements of the family. Our attorneys often become a valued sounding board for personal and charitable decisions, an objective ear to resolve family conflicts and messenger of critical communications. Recommending resources that fit the unique circumstances and goals of each generation, Adams and Reese earns trust and loyalty that carry through a variety of life and business transitions.

Our Attorneys

We would describe our approach as creative yet cautious in blending smart estate and income tax strategies with an open-minded view of each family’s business and charitable goals. The same holds true in strategies to help the next generation manage wealth and their individual life pursuits. Attorneys on our team hold membership in the American College of Trust and Estate Counsel, are board certified in tax law or hold a Master’s in Taxation.

Drawing from other in-house resources as well as collaborating with a family’s other advisors, Adams and Reese brings knowledge of the real estate, oil and gas, intellectual property, environmental, maritime, transportation, timber, automotive and entertainment industries, among others.

Core Practice and Clients

Adams and Reese represents multi-generational family enterprises as well as the nonprofit organizations, foundations and educational institutions they have developed.  Our primary areas of practice include:

Planning/Administration: integrating multi-generational estate plans while taking into account estate and gift tax and income needs. We manage compliance and reporting to minimize taxes for younger and older generations and assist with transfer of wealth, valuation and business succession planning. We also are experienced in trust and estate probate administration.

Trust and Estate Controversy: advising family members in conflict by understanding the dynamics of each family and their overall values — promoting family harmony through various tactics while mitigating risk of litigation.

Philanthropy: helping family members identify charitable goals and structuring of charitable giving, planning and development of remainder trusts, foundations and other vehicles to sustain philanthropy. We also assist frequently with management of charitable institutions founded by our clients, including charter schools and not-for-profit organizations.

Representative Matters

  • Consulting engagement with $500 million 5th and 6th generation family-owned business to transition control to next generation and minimize future estate taxes.
  • Assisting two partners to restructure an $80 million Texas company to accommodate a partial liquidity strategy, buy-sell agreement, charitable trusts and estate tax minimization.
  • International estate planning, tax planning and creation of charitable foundations for founder of public oil and gas company.
  • Multi-state estate administration for large estate of high profile celebrity, including public relations issues, children from multiple relationships and substantial estate taxes.

Keeping the interests of family members in tune with their overall financial, business and charitable goals is a key strength of Adams and Reese attorneys. Contact us to learn why clients and their advisors trust us to offer straight talk and seasoned experience.

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People (303)

Peer Reviews

  • 4.8/5.0 (887)
  • Legal Knowledge

    4.8/5.0
  • Analytical Capability

    4.8/5.0
  • Judgment

    4.8/5.0
  • Communication

    4.8/5.0
  • Legal Experience

    4.7/5.0

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Client Reviews

  • 4.8/5.0 (19)
  • 95% (18)
  • Communication

    4.7/5.0
  • Responsiveness

    4.8/5.0
  • Quality of Service

    4.8/5.0
  • Value for Money

    4.7/5.0

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Diversity

Diversity is not new at Adams and Reese and is not the work of one individual or committee, but rather the work of our entire firm.  Through dedication, creativity, hard work and leadership of many culturally diverse individuals coming together, our diversity momentum grows stronger every year. Our appreciation of the unique differences among us and how we benefit from the diverse backgrounds, experiences and talents of our attorneys, advisors and staff enhances our service to our clients while it enriches the lives of both our employees and the communities in which we work and live. 

The Adams and Reese Diversity Committee is comprised of Deborah Rouen, Partner and Diversity Committee Chairwoman,  the Recruiting Partner, the Partner for Associates, an Executive Committee Appointee, three Practice Group Leaders, the Chief Marketing Officer and additional representatives throughout the firm's footprint.

Our minority attorney committee also meets regularly with the firm’s Diversity Chairwoman to further develop and promote diversity through events targeted to other minority attorneys, clients and community members. This committee has successfully held numerous minority receptions and events in conjunction with the New Orleans Jazz and Heritage Festival, the Bayou Classic and the Essence Music Festival, as well as sponsorships including the Urban League, Diversity Summits, Black Business Networks, Minority Bar Association events, National Minority AIDS Council efforts, as well as endowed professorships and scholarships at historically black universities.

Adams and Reese women and minorities lead by example and share in the leadership of our firm. We are also proud of our women and minority attorneys serving in leadership positions in professional, civic and philanthropic organizations.

Recent Diversity Honors

Adams and Reese is proud of our diversity recognitions made possible through the hard work, dedication and commitment within the firm:
  • Diversity Recognition - Top 200 Law Firms for Women Equity Partners
    American Lawyer Media 2012
  • Diversity Award - Unity Award in Large Company Category
    Biz941 Magazine 2012
  • Diversity Award - Corporate Counsel Women of Color Diversity Award of Excellence
    Corporate Counsel Women of Color® 2011
  • Diversity Award - Commitment to Diversity Award
    Human Resources Management Association 2011
  • Diversity Award - Commendation of Diversity Principles
    Louisiana State Bar Association 2010
  • Diversity Recognition - Diversity Scorecard - Among top 200 law firms in diversity
    Minority Law Journal 2010, 2009, 2008
  • Diversity Award - Encouraging Diversity Award, Finalist Minority Business Awards
    Birmingham Business Journal 2009, 2007
  • Diversity Recognition - Women in Law Firms - Nationally ranked among nation's best law firms for women
    American Lawyer Magazine 2009
  • Diversity Award - Encouraging Diversity Award, First Place Minority Business Awards
    Birmingham Business Journal 2008
  • Diversity Recognition - Top 100 Law Firms for Diversity
    MultiCultural Law Magazine 2008
  • Diversity Recognition - Top 100 Law Firms for Women
    Women 3.0 Magazine 2008
  • Diversity Award - Lighthouse Award - Fostering diversity in the legal profession
    International Paper Legal Department 2006

Events and Sponsorships

Adams and Reese is proud to host, sponsor, partner and participate in numerous diversity initiatives:
  • ABA Minority Counsel Program
  • ABA Section of Litigation Products Liability Committee's "Women in Products Liability"
  • Bayou Classic
  • Corporate Counsel Women of Color® Annual Career Strategies Conference
  • Endowed Professorships and Scholarships at Historically Black Universities
  • Essence Music Festival
  • GE Midwestern Diversity Conference
  • Louisiana State Bar Association Minority Involvement Annual Job Fair – Loyola University
  • Loyola University College of Law Diversity Programs
  • Martinet Scholarship Gala
  • Mobile United Ethics and Diversity Seminar
  • National Association of Women Judges Annual Conference
  • National Bar Association National Convention
  • National Black Law Student Association Convention
  • National Directory of Minority Attorney
  • National Minority AIDS Council
  • National Urban League Conference
  • National Women’s Law Center Annual Awards
  • National Women’s Leadership Council
  • New Orleans Jazz and Heritage Festival
  • Power Ties
  • Southeastern Minority Job Fair
  • SunBelt Minority Job Fair
  • Vault/MCCA
  • Women of the Year, New Orleans CityBusiness

 

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