Family Office Services with Principles and Purpose
The Brock McClane Trust Office delivers end-to-end, bespoke family office services including liability containment, coordination of tax compliance and grantor ease for high-net-worth families and the advisors who serve them.
Confidential Counsel.
Diversified Management.
Transparent Oversight.
The Brock McClane Trust Office
Liability Containment
Tax Compliance
Grantor Ease
Office
Decades of Expertise.
One Singular Focus.
With more than 30 years in law and banking, Brock McClane brings deep experience and sharp focus to family estates. Known for his discretion, personal approach and thoughtful investment strategies, Brock currently oversees a portfolio of trusts exceeding $22 million.
Education
- George Washington University, J.D., 1988
- Emory University, B.A., 1984
Practice Areas
- Estate, Tax & Wealth Planning
- Litigation
- Banking & Finance Law
- Business & Corporate Law
- International Law
- Intellectual Property & Tech
- Creditor’s Rights
Courts & Bar Associations
- The Florida Bar
- Orange County Bar Association
- International Bar Association
- Northern, Middle and Southern Federal District Courts in Florida
- US Circuit Court for the Eleventh Circuit
Professional & Civic Affiliations
- Honorary Consul of Germany in Orlando, appointed in 2010
- Chairman of Mayor Buddy Dyer’s International Advisory Board, since 2012
- The Florida Bar International Law Section, Executive Committee Chair, 2008-2009
- Orange County Bar Association, International Law Committee Chair, 1998-2001
- Bach Festival Society of Winter Park, Inc., Board of Trustees, 2014-2020
- Blankner School Foundation, Inc., Founding Director and President, 2001-2007
Professional Honors & Awards
- Rated “AV” by Martindale Hubbell
- Board Certified by The Florida Bar in International Law since 1999
- Recognized as a “Super Lawyer” in International Law
- Recognized as a “Best Lawyer” in Corporate Law by Orlando Magazine and The Best Lawyers in America® (2010-2025)
Representative Engagements
Since 2000, Brock has served as trustee of estates structured for both tax efficiency and liability containment.
Brock continues to serve as trustee for several trusts related to a successful grantor, with all gains for the benefit of the beneficiaries and thereby eliminating estate tax.
In other trusts, Brock and his team handle the entire back office, liaising with securities experts, accountants and other professionals to ensure the estate continues to grow and the grantors can enjoy life with confidence.
More About Brock
Brock has extensive banking experience and joined the board of Climate First Bank in February 2022, also serving on the board of its parent, Climate First Bancorp, Inc. His prior bank experiences include service as Vice Chairman of First Green Bankcorp, Inc. acquired by SeaCoast Bank in 2018.
Fluent in German, Brock was appointed by German President Koehler as Honorary Consul of Germany in Orlando in 2010 and continues in that role serving German citizens and hosting events during the year, including an annual “Strassenfest” street party.
Brock resides in Orlando with his wife, Sarah.
Brock has served as a legal consultant to bank boards and has represented investors in fiduciary litigation against a multi-national bank and led the unwinding of a Florida mortgage company during the financial crisis of 2008.
Brock successfully represented a team of investors in a fraudulent electronic gold platform opportunity, similar to cryptocurrency. Brock led the legal effort against the false platform that included securing a Mareva injunction from the Court of Ontario, Canada, enforcing an Anton Pilar discovery order in Sydney, Australia, representing the Liquidator in the British Virgin Islands to pursue a US Director in Baltimore, MD and other actions.
Proven Family Office Guidance for Now and What’s Next
Meet the Partners$350M+ Under Custody
30+ Years Experience
24+ Strategic Advisors
100% Referral-Based Practice
Services
Enduring Structure. Professional Management. Respected Estate Goals.
Each service is thoroughly and carefully delivered with discretion, strategic insight and white-glove support.
- Custom Trust Formation
- Trust Structuring & Ongoing Administration
- Multigenerational & Generation-Skipping Trust Planning
- Family Legacy Governance & Structure Development
- Grantor & Non-Grantor Trust Strategy
- Beneficiary Oversight & Distribution Management
- Family Office Legal Advisory
- Estate, Gift and Generation-Skipping Transfer (GST) Tax Planning
- Income Tax Optimization within Estates & Trusts
- IRS Reporting & Documentation
- Lifetime Gifting Strategy
- Tax Compliance Advisory
- Audit Risk Containment
- Charitable Giving & Foundation Planning
- Estate Dispute Resolution & Litigation Support
- Real Estate Legal Services
- General Counsel for Private Clients
- Legal Document Review & Oversight
- Trustee & Executor Advisory
- Fiduciary Compliance & Regulatory Reporting
- Liability Protection
- Risk Management
- Trustee Liability Protection
- Fiduciary Duty Advisory
- Business Succession Planning
- Private Equity Strategy and Structuring
- Philanthropic Investment Guidance
The Team
People Protecting More Than Assets
The Brock McClane Trust Office team brings integrity, experience and a deep understanding of the unique responsibilities that come with managing substantial private holdings.
Partners
Collaboration is Key to Estate Success
We partner with a select group of trusted professionals to protect family assets, preserve intent and plan for what’s next.
Contact
We welcome confidential inquiries from trusted advisors and individuals seeking strategic family office legal services. Please provide your information to request a private consultation or learn more about our offerings.
FAQs
We primarily work with high-net-worth individuals, family offices, trustees, accountants and estate attorneys seeking tailored legal strategies and discreet counsel.
Yes. While based in Florida, we regularly advise on matters that span multiple jurisdictions and collaborate with professionals nationwide and across the globe.
Our sole focus is on bespoke structuring, risk containment and long-term oversight — with deep, proven experience in managing complex family entities, fiduciary duties and private equity concerns.