Photo of Marissa A. O'Loughlin

Marissa is an Associate in Wiggin and Dana’s Private Client Services Department, where she practices in the areas of trust and estate administration, estate and gift planning, and related services for individuals and families.  She has extensive experience in complex trust and estate administration, including probate proceedings, multi-generational trust administration proceedings, claims against estates, and judicial accounting matters.  Marissa also has significant experience in estate tax audits with the Internal Revenue Service, Connecticut Department of Revenue Services, and the New York Department of Taxation and Finance.

What is a Family Office?

A family office is a private wealth management entity that may provide a variety of services to a wealthy family, such as investment management, financial planning, estate planning, and philanthropy. Family offices can be set up as a standalone entity or as a division of a larger company.  The beauty

“I notice that your account does not have a beneficiary listed, would you like to list one now? Listing a beneficiary can avoid the expense and delay of probate.” 

This is a question more and more of our clients are being asked (and encouraged to prepare) by representatives at financial institutions. However, for many of our