Family Office

In recent years, family offices have become increasingly popular as a wealth management strategy. Our family office attorneys understand the vital issues to address to ensure that family offices are efficient and effective. A well-managed family office structure can enhance the value of a family’s resources and preserve and protect family wealth. We are capable of supporting family offices already in operation, can assist in the formation of a family office, or can advise on whether a family office may be a viable option to pursue.

Our family office group includes attorneys from multidisciplinary practices with extensive knowledge in a wide array of areas, including tax and benefits, charitable planning, asset management, private equity, venture capital, fund work, regulatory compliance, and more. These attorneys coordinate across practice groups, including with the real estate and finance and tax practice groups, allowing us to consider issues from multiple viewpoints and offer a holistic and highly responsive approach to best serve the diverse needs of family offices.

We provide a one-stop-shop for family office clients and are well versed in handling formation and structuring, tax planning, wealth transfer, liability mitigation, risk management, private equity and hedge fund investments, real estate transactions, personal credit facilities, employment and financial arrangements with employees, and other family office or personal matters. Family offices are complex and unique; our attorneys understand this and the added responsibility that accompanies managing and maintaining the financial outlook of the family office. We are able to meet the legal needs of any family office while working with family members and their investment advisors, financial planners, life insurance professionals, and accountants to develop strategies to achieve their goals, both in the short-term and the long-term. We deliver legal excellence, individual commitment and attention, and sound business judgment, in a cost-effective manner.

Our services include:

• Formation, organization, and structuring.
• Platform and add-on acquisitions and investments.
• Private equity and venture capital investments.
• Regulatory and compliance filings and advice.
• Real estate transactions.
• Employment, non-compete, and confidentiality agreements.
• Service and supplier agreements.
• Gift, estate, and income tax planning.

Recent Representations

• Represented a private family office in an investment in connection with the ground-up construction of a multi-family, retail and office complex in Huntsville, Alabama.
• Represented a private family office in the restructuring and financing of a hotel property located in Miami, Florida.
• Represented a private family office as the lead investor in a convertible note financing and related matters for an identity authentication startup technology company.
• Represented a private family office in numerous series seed investments in startup technology and life sciences companies, real estate investments and general corporate matters.
• Represented a private family office in the acquisition and acquisition financing of a platform health services company as well as numerous add-on acquisitions to the platform business.