Many high net-worth families are choosing to align their investment activity with their values. This bold decision establishes a solutions-minded tradition that will shape their families – and possibly our society – for generations to come.
Our family office clients steward investable assets worth over $1 billion in the aggregate. Based in Europe, Asia and North America, they trust us to show them what’s possible – and answer their toughest questions. Let us help you source, vet, negotiate and monitor investment deals around the world that balance your ﬁnancial goals with your family’s vision for a better future.
- On an ongoing basis, assist US families with their domestic and overseas investments.
- Advised a Hong Kong-based family with respect to an investment into a British Virgin Islands entity, with operating subsidiaries in Bhutan and China.
- Assisted a European family with an investment into a US entity with an operating subsidiary in India.
Specific ways we can support your family office:
We help you determine the appropriate legal entity and domicile for your family office, and handle the necessary filings with state, federal and international authorities. We draft the governing documents for the entity. For foundations, we assist with obtaining tax-exempt status and staying in compliance with exempt entity regulations.
We help our family office clients execute on direct investment deals by assisting with sourcing, due diligence, structuring, negotiation and post-investment monitoring. For foundations, we can also assist with issues related to program related investments (PRIs) and exempt organization compliance.