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A family office and Enterprise Counsel can work closely together, but they solve different problems.
| Category | Family Office | Roots & Wings Legal — Enterprise Counsel |
|---|---|---|
| Primary role | Manage and coordinate family wealth | Advise on and implement enterprise decisions |
| Core questions | How should family wealth be managed and coordinated? | Who should own, control, govern, lead, buy, sell, or transition the enterprise? |
| Typical work | Investments, reporting, administration, philanthropy, advisor coordination | Ownership, governance, succession, buyouts, agreements, transactions, legal implementation |
| When a family business is involved | May coordinate financial and tax consequences | Works through the business and ownership decision itself, then implements it legally |
| Relationship | Often an important long-term partner | Works alongside the family office when enterprise decisions require legal and strategic counsel |
A family office manages and coordinates wealth. Enterprise Counsel helps the family make and implement decisions about the enterprise that created it.
How Roots & Wings Legal helps
Roots & Wings Legal serves as Enterprise Counsel for business families. We help owners work through ownership, governance, succession, buyouts, transactions, and other enterprise-level decisions, then handle or coordinate the legal implementation.
If your family office manages the wealth well but no one is clearly leading the legal and strategic work around the family business, ownership transition, or governance structure, contact us.