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Family Office

Our Family Office cross-practice team has considerable expertise advising on the establishment of family offices and representing family investment vehicles in the full spectrum of their investing activities.

We employ a team approach to representing clients by drawing upon the skills of specialists in complementary areas, including corporate, taxation and trusts, securities, employee benefits and compensation, and banking and financial services.

Our uniquely collaborative multi-jurisdictional, cross-practice Family Office team provides integrated, tailored services:

  • Family office establishment
  • Family investment entities, family charters and governance
  • Corporate transactions, including private equity, debt and securities investments
  • Fund investments and investment management matters
  • Wealth transfer planning, including income, estate, gift and international tax advice
  • Intellectual property and reputation management
  • Real estate investments and dispositions
  • Banking financial regulations
  • Charitable activities
  • Disputes and conflict resolution
  • Residency planning and immigration issues
  • Employment and remuneration for family office professionals

Wealthy families around the globe are increasingly looking to manage and preserve their assets and relationships across multiple generations and countries through a “family office”. These formal or informal structures are established to:

  • maximize the efficient transfer of wealth to future generations;
  • preserve and consolidate family wealth;
  • promote charitable endeavors;
  • enhance communications; and
  • avoid family conflicts.

For family groups with significant assets, a family office can provide greater control over their worldwide investments and can tailor investments and asset ownership structures to the family’s specific requirements. We regularly work with single- and multifamily offices and family investment groups around the world to help them achieve these goals.

Our Approach

Our multi-jurisdictional, cross practice Family Office team works collaboratively with each other, with our clients’ other advisers and, most importantly, with our clients to accomplish their families’ objectives.

  • We apply and implement our core expertise and strengths in tax, estate planning, corporate transactions, banking and financial services, private investment funds, trusts and business succession planning.
  • We access our firm’s world-class Public Policy team to provide real-time advice on regulatory and legislative developments.
  • We work to understand our clients’ needs and objectives. We listen, and we deliver high-value advice and high-value results.

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Our global family office experience includes:

  • establishing a wide range of trust structures, corporate and partnership structures, funds and foundations, around the world, to preserve, protect and grow family wealth; and
  • working with families to devise appropriate structures for creating the optimal relationship between ownership of family wealth and its effective, coordinated management.

Family Office Structuring and Wealth Transfers  

  • High-net-worth individuals and families resident in the US, the UK, Hong Kong, China, Spain, the Middle East, Latin America, Switzerland, and other jurisdictions –Advising in connection with managing businesses, acquiring and disposing of assets, and inbound and outbound transfers of wealth to domestic and nonresident family members.
  • Large family companies – Structuring of ownership and management succession arrangements for businesses that include manufacturing, real estate development, wholesale distribution, maritime, professional sports franchises and hospitality.
  • Investment management staff – Representing a family office in connection with the structuring and implementation of a co-investment program.
  • Dubai-based family office – Established family protocols for this office with operations throughout the Middle East and North Africa based on Shari’a principles and effected a reorganization of their regional businesses, worth in excess of US$8 billion.
  • Numerous European, Latin American and Asian ultra-high-net-worth families – Creating family offices and representation in estate planning, trust, investment, and private banking matters.
  • Senior member of large trading family in North Africa – Advising on the formation of a family investment office.

Family Office Investment Transactions

  • Family companies and family trusts – Representing in connection with substantial investments in commercial real estate, hedge funds, private equity funds, operating companies, technology start-ups, and joint ventures.
  • Bermuda family office with approximately US$1 billion assets under management – Advising in connection with investments in equities and commercial real estate.
  • Family investment fund – Representing as a co-investor in separate private equity consortia formed for multiple acquisitions transactions having an aggregate value in excess of US$1.5 billion.
  • London multi-family office – Advising in connection with its investment in commercial real estate on behalf of global high-net-worth families and family offices.
  • Family investment fund – Representing in connection with multiple early- and late-stage venture capital investments.
  • Family investment fund – Representing in connection with its acquisition of a significant ownership interest in a National Football League franchise.
  • Family investment funds – Representing in connection with their investments in private equity funds, real estate opportunity funds and hedge funds.