BALTIMORE, MD– Zarren Law Group, LLC (ZLG), a boutique business transactional law firm, is thrilled to announce that the Bloomberg Tax Family Offices Portfolio (T.M. 880-1st, Family Offices) was officially released by Bloomberg Law. ZLG Partner, Jason Harmon, authored the securities chapter of the Portfolio, which is expected to be the most comprehensive work on family offices to date in the United States. The Portfolio was primarily authored by David Rosen, Esq., CPA, of Rosen, Sapperstein & Friedlander, LLC (RS&F). David is one of the leading nationally recognized advisors to family offices.

“We are honored to have been asked to contribute to this important work. The Portfolio provides a wealth of information that will be invaluable to family office advisors and executives. We are confident that it will become the go-to resource for anyone seeking to understand the complex legal and tax issues facing family offices. I am proud to have been a part of this project and I believe that it will be a critical tool for family office advisors and executives,” said Jason Harmon.

David Rosen said, “As the regulatory environment evolves for family offices, with sweeping changes possible in the coming years as family offices grow larger and more sophisticated, family offices must remain ahead of current and anticipated securities regulations. No one understands this area better than Jason and ZLG. Besides writing the most thoughtful and detailed analysis of family office compliance ever written, Jason, Adam and the ZLG team understand these complex investment vehicles. They work with our mutual family office clients to proactively plan to address corporate, governance and securities compliance matters that are critical to operating a successful family office, in addition to handling complex M&A, structuring, and other critical transactions for these clients.”

The Portfolio addresses the full range of tax, securities, estate planning, and other issues affecting family offices, the investments held by them, and the family members behind family offices. It is a must-have for any family office or advisor who wants to stay up-to-date on the latest developments in this rapidly evolving field.

“This Portfolio is a major accomplishment for David and RS&F, ZLG, and others involved. It demonstrates our deep experience working with our family office clients and our commitment to providing our clients with the highest quality legal services. We are grateful to David for his vision and leadership in bringing this project to fruition. We are confident that the Portfolio will be an important resource for family offices and their advisors for years to come,” said Adam Zarren, Managing Partner of ZLG.

About Zarren Law Group, LLC (ZLG)

ZLG is a boutique business transactional law firm primarily consisting of former “big firm” attorneys who are focused on delivering exceptional outcomes by utilizing a results-oriented, value-add approach in solving clients’ complex legal and business-related issues. ZLG primarily concentrates on corporate law, business law, mergers and acquisitions, private placements, financings/loan transactions, intellectual property, tax, real estate, and other business transactional matters. For more information, please visit www.zarrenlawgroup.com.