Batoff Associates Family Office

Overview

Batoff Associates, P.A. is based in Baltimore and works with businesses, families and individuals.¹ The firm says its multi family office advises high net worth families and individuals.¹ It presents its model as combining the resources of a larger legal practice with the direct access and personal care associated with a smaller firm.¹

History

The firm reports more than 30 years of legal counsel experience.² A Form ADV execution page records Steven I. Batoff as adviser signatory on a filing dated September 10, 2012, under adviser CRD number 121827.³

Leadership

Steven I. Batoff is identified as Founding Principal. His listed practice areas include estate planning, business law, employee benefits, tax law and employment law.⁴ Justin A. Batoff is identified as Managing Principal, focusing on general counsel services, estate planning, mergers and acquisitions, executive compensation, real estate, and finance and securities.⁵ Sheila Shuster is listed as Partner.⁶ Joseph Fiocco and Alina P. Cartner are Associates, Julie Lafferty is CPA Manager, and Carmen Perry is Law Clerk.⁶

Justin Batoff’s biography records a Baltimore Business Journal “40 Under 40” recognition in 2023.⁵ The firm reports the highest AV rating in the Martindale Hubbell Bar Register of Preeminent Lawyers.¹

Services

The firm lists work covering mergers and acquisitions, tax planning, private equity, real estate, estate administration, employment, securities, corporate governance, intellectual property, employee benefits and ERISA, plus family office services.² Its family office legal work includes private investments, estate planning, trust administration and intergenerational wealth transfer planning.⁵

What the firm offers

• Tax planning
• Estate planning
• Family governance and education
• Administration and bill pay
• Private and alternative investments

Client focus

The firm lists closely held and family owned companies, startups, established institutions, international corporations, sole proprietorships, tax exempt entities, educational institutions and entrepreneurs among its client categories.¹² Its industry experience includes manufacturing, food and beverage, financial services, tax exempt organizations, health and wellness, insurance, real estate and REITs, private equity and professional services.²

Investment philosophy and approach

The firm says its multi family office advises high net worth families and individuals.¹ It describes an approach that joins large practice legal experience with the accessibility and individual attention of a boutique practice.¹

FAQs

Related resources

• LocationMultifamily offices in Baltimore

  This Baltimore directory helps families and business owners identify the range of multifamily office services available locally. It gives context for considering a firm that combines tax planning, estate planning, family governance, administration, and private or alternative investment support.

• Network siteEstatePlanner.com

  EstatePlanner.com provides practical guides on wills, trusts, and related estate planning topics. Readers can use it to prepare questions for Baltimore counsel serving affluent families, especially when estate structures need to align with tax planning, family governance, and long term administration.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Its material can help readers compare approaches to governance, education, bill pay, investment oversight, and the day to day responsibilities involved in managing family wealth.

• GuideThe annual MFO review

  The annual MFO review provides a recurring view of developments and themes affecting multifamily offices. Readers assessing a Baltimore based adviser can use it to frame questions about service scope, family administration, governance education, tax work, and private or alternative investments.

• Similar firmsVerdence Capital Advisors
  Acadia Family Office
  Family Office Research, LLC

  Profiles of Verdence Capital Advisors, Acadia Family Office, and Family Office Research, LLC give readers additional firms to examine on this site. Comparing their stated services, locations, and client focus with Batoff Associates, P.A. can clarify which offerings fit a family or business owner's needs.

Sources

1. Firm homepage accessed October 23, 2026.
2. Capabilities accessed October 23, 2026.
3. SEC Form ADV PDF accessed October 23, 2026.
4. Steven Batoff biography accessed October 23, 2026.
5. Justin Batoff biography accessed October 23, 2026.
6. Meet Our Team accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.