Overview


Thomas (Tom) P. Ward advises high-net-worth individuals and business owners on the income tax, corporate and compliance aspects of complex business and investment transactions, with a focus on family office management companies, private investment funds and complex incentive equity programs.

Tom has extensive experience in establishing and working with family offices and investment entities, ranging from first-generation entrepreneurs to multi-generational families, with net worth from $40 million to many billions of dollars, including a number of individuals listed in the Forbes 400. Tom works closely with the entire advisor team to implement the optimal structure for a particular situation and has extensive experience working with private trust company, airplane, transfer tax and security law considerations.

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Results


  • Represented multiple clients in connection with the formation or restructuring of management companies and family offices, private investment funds and related incentive equity planning for employees
  • Led advisor team on $1 billion investment partnership restructuring
  • Lead legal team on tax, corporate and other planning for multiple family management companies
  • Represented clients in establishment of outbound investment and inbound investment structures

Recognitions


  • Chambers High Net Worth 2022, USA Nationwide: Family Office & Fund Structuring, Band 1

Community


  • American Bar Association

Credentials


Education
University of Michigan Law School, JD, 1996
University of Notre Dame, BBA, summa cum laude, 1992

Admissions
Illinois

Courts / Agencies
US Court of Appeals for the Seventh Circuit
US Tax Court