Tampa Family Office Attorneys
Tampa families and business owners face increasingly complex estate planning needs as neighborhoods like Davis Islands, Bayshore, and Westshore see growth in real estate and business assets. Planning ahead is essential to protect wealth, streamline decision-making, and reduce uncertainty for future generations.
At Southron Firm, P.A., our Tampa family office attorneys help individuals and families organize legal, financial, and succession matters under one coordinated plan. We help Tampa families protect assets, simplify decision-making, and ensure a seamless transition across generations.
By centralizing trusts, business interests, and estate documents, we reduce risk and provide long-term clarity and control over your family’s financial future.
Secure your assets and create a plan that guides your family’s long-term financial decisions.
What Is a Family Office?
A family office is a structured approach to managing a family’s legal, financial, and administrative matters in one coordinated place. Instead of keeping estate planning documents, tax strategies, and investment decisions scattered across multiple advisors, a family office consolidates everything under a single plan. This approach allows individuals to align their wills, trusts, and long-term asset protection goals with how they want their family to make decisions in the future.
In Florida, family offices follow the Florida Trust Code and federal family office exemptions, guiding trust, business, and investment management while protecting privacy and fulfilling fiduciary duties.
For families in Tampa neighborhoods like Hyde Park, Davis Islands, Bayshore Boulevard, and South Tampa, a family office provides clarity and stability. It helps preserve wealth over time, reduce unnecessary costs, and simplify transitions as family members take on new financial or decision-making responsibilities.
Why Individuals in Tampa Use Family Office Services
Many Tampa families turn to family office services because traditional estate planning tools don’t always address the day-to-day realities of decision-making and succession. One common concern we hear is: “Who will actually manage our planning once I’m no longer involved?” Clients also worry about privacy, especially when assets are held in multiple entities and disclosed across several advisors. A family office provides a single, coordinated structure that simplifies oversight and protects sensitive information.
Key benefits include:
- Succession planning
- Privacy protection
- Reduced risk of errors
- Predictable decision-making
- Tax efficiency
For example, we helped a South Tampa business owner whose estate documents had been updated over the years but lacked long-term oversight. We consolidated the trust structure, aligned it with the business operating agreement, and designated roles for family members and advisors. The plan now enables the next generation to make informed decisions while protecting privacy and minimizing tax exposure.
Discuss how a family office plan can protect your assets and provide clarity for your family’s future.
Benefits of Working with Our Tampa Family Office Attorneys
We provide a structured, coordinated approach that helps families protect wealth, simplify decisions, and plan for the future. Our services are designed to address common concerns such as succession, privacy, and long-term continuity.
Key benefits include:
- Tax Strategy: We structure family office plans to reduce state and federal tax exposure and take advantage of Florida-specific protections.
- Centralized Planning: All legal, financial, and administrative decisions are aligned under one framework so clients don’t have to coordinate between multiple advisors.
- Asset Protection: Our approach helps protect real estate, business interests, and investment accounts from future disputes or creditor claims.
- Long-Term Continuity: We identify who will make decisions in the future and put legally binding tools in place to prevent confusion or conflict among family members.
- Seamless Integration with Estate Plans and Trusts: Family office services are built on top of existing estate planning tools, not separate from them, which makes updates easy and consistent.
- Experience with Multi-Generational Needs: We regularly advise families in Tampa who want to prepare not just for the next few years—but for several generations of planning.
By combining these benefits, our clients gain a coordinated plan that simplifies management, protects assets, and provides confidence that their family’s legacy will be preserved.
Our Family Office Process
At Southron Firm, P.A., our estate planning attorneys follow a structured, step-by-step approach to create a family office that aligns with your estate planning goals, protects your assets, and supports long-term continuity. Every step is customized to your family’s needs and handled with complete transparency.
- Initial Consultation: We start with an initial conversation to understand your estate plan, family structure, and long-term goals. This discussion focuses on what matters to you—not selling services you don’t need.
- Asset Review: We review existing documents, including wills, trusts, business agreements, deeds, and account structures, identifying gaps or inconsistencies that could affect your long-term plan.
- Implement Planning Documents: Once the structure is agreed upon, we draft or update legal documents such as trust amendments, succession provisions, and operating agreements to support the family office.
- Ongoing Support: We remain involved as laws change or new family needs arise. You’ll have direct access to our attorneys and maintain full control over how the office operates.
Every step is customized to your situation and handled with complete transparency so you always know why a recommendation is being made.
Create a coordinated estate planning strategy tailored to your family’s needs.
Why Choose Southron Firm, P.A. for Family Office Services in Tampa?
A family office is more than just estate planning—it’s a comprehensive approach to managing legal, financial, and administrative matters for your family. Our attorneys have helped clients across Hillsborough County organize assets, protect wealth, and set up long-term structures for multi-generational continuity.
We work with families in neighborhoods like Hyde Park, Davis Islands, and South Tampa, providing practical, locally informed guidance whether you’re creating a family office for the first time or updating an existing plan.
Here’s why families in Tampa choose Southron Firm, P.A. for family office services:
- Transparent, customized pricing with no hidden costs
- Extensive experience in estate planning, trusts, and multi-generational family offices
- Clear, straightforward advice without confusing legal jargon
- Hands-on assistance coordinating trusts, succession planning, and legal documents
- Deep understanding of Tampa-area laws, tax considerations, and local financial landscapes
With Southron Firm, P.A., you don’t just get legal representation—you gain a partner committed to protecting your family’s assets and helping you achieve long-term peace of mind.
Why Tampa Families Trust Us with Their Family Office Planning
Creating a family office requires careful legal guidance to align estate planning, asset protection, and succession goals. Families across Tampa choose Southron Firm, P.A. because we combine legal expertise, practical insight, and local knowledge in every plan.
We’ve helped clients structure family offices that simplify decision-making, protect assets, and provide a clear roadmap for future generations. Whether you’re a homeowner in Davis Islands or a business owner in Westshore, our work is grounded in Florida law and tailored to your family’s unique goals.
Here’s what one client shared about working with our Tampa family office attorneys:
“Joe and the team not only held my hand through the entire processes, they kept my best interest at the forefront of everything they did for me. I was seen and heard; and cared for and about. They will be my go to law firm for any needs from this point on. Highly recommend this team.” – Elizabeth G.
When you choose Southron Firm, P.A., you gain a partner focused on protecting your family’s wealth, streamlining decision-making, and ensuring long-term continuity.
Contact Our Tampa Family Office Attorneys
Protect your family and secure your legacy with guidance from experienced estate planning attorneys at Southron Firm, P.A. We help individuals and families structure, maintain, and update family offices with clarity and precision. Our team provides clear legal advice, responsive communication, and personalized service—so you can focus on your family while we handle the legal planning.
- Schedule a Consultation Today
- Location: 400 N Ashley Dr, Suite 1720, Tampa, FL 33602
- Phone: (813) 773-5105
- Email: people@southronfirm.com
