Together with our Private Client and Corporate, Capital Markets, and M&A teams, we represent family offices in the formation of single and multi-family offices and the evaluation, negotiation, execution, and post-closing monitoring of investments in private equity and venture capital investments, real estate development, and other alternative investment vehicles. Our team routinely advises clients on:
- Acting as owner's or investor's representatives in the management of portfolio positions
- Family offices day-to-day operations and compliance obligations
- Formation and administration of complex trusts and estates
- Intergenerational wealth management planning and related business management
- Portfolio investments in private equity, venture capital, and private placement transactions
- Tax planning and wealth preservation issues
