Cummings & Lockwood LLC
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Family Office and Closely Held Business Group

Cummings & Lockwood counsels private clients and their family offices and closely held businesses on an array of legal matters, ranging from entity planning and family governance issues to advising on the management of diverse investment portfolios, family trust structures and private foundations which are often part of large family offices.  We also assist with the formation of closely held businesses and investment vehicles, including those with concentrated real estate or securities holdings. 

The firm’s general focus on private clients enables us to advise families on their immediate financial and investment goals, as well as on their long-term estate and charitable planning strategies.
 
We offer clients a multi-disciplinary approach to managing family offices and closely held businesses and deliver services that are tailored to their specific legal, business and personal circumstances, needs and objectives.

Our core services include:

thing-for-family-services

Name Title Practice Group Office Phone Email vCard
Chairman and Managing Director Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6590
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT,
Palm Beach Gardens, FL
860.313.4930, 561.214.8500
Principal Private Clients Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4936
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6554
Principal Private Clients Group, Corporate & Finance Group, Family Office and Closely Held Business Group West Hartford, CT 860.313.4946
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6511
Counsel Private Clients Group, Family Office and Closely Held Business Group Palm Beach Gardens, FL 561.214.8508
Principal Private Clients Group, Family Office and Closely Held Business Group Bonita Springs, FL 239.390.8068
Principal Litigation Group, Family Office and Closely Held Business Group, Fiduciary and Probate Litigation Group Stamford, CT,
Palm Beach Gardens, FL
203.351.4106, 561.312.7880
Principal Private Clients Group, Family Office and Closely Held Business Group, Fiduciary and Probate Litigation Group Naples, FL 239.649.3178
Counsel Private Clients Group, Family Office and Closely Held Business Group Bonita Springs, FL 239.390.8060
Principal Commercial Real Estate Group, Corporate & Finance Group, Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.351.4100
Principal Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4343
Principal Private Clients Group, Family Office and Closely Held Business Group Greenwich, CT 203.863.6504
Principal Private Clients Group, Family Office and Closely Held Business Group, Fiduciary and Probate Litigation Group West Hartford, CT 860.313.4919
Principal Corporate & Finance Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4209
Principal Private Clients Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4308
Counsel Commercial Real Estate Group, Corporate & Finance Group, Family Office and Closely Held Business Group Stamford, CT 203.351.4276