Family Offices

Representative Matters

  • Assisted family owned manufacturer in connection with obtaining New Markets Tax Credit financing for several expansion projects.

  • Represented borrowers in connection with acquisition financing for private aircrafts, including full and partial ownership interests.   

  • Plan and implement a family office structure to encompass the family’s existing investments and plan for future ventures. The new structure included equity and other compensation for key family office employees, designed to align incentives with the family’s goals in a tax-favorable manner.

  • Reorganized the existing corporate structure of a multinational company with an appraised value of $300 million to facilitate a tax-efficient intergenerational wealth transfer through the sale to a grantor trust.

  • Reorganized a family's farm and real estate investments into a holding company with independent management and assisted in the creation of a family office structure to manage those assets. 

  • Regularly perform detailed legal review and negotiate the terms of family offices’ investments in private equity and real estate funds.

  • Conduct detailed tax planning with respect to corporate/family office owned aircraft, and represent the owners in tax controversy matters against various federal, state, and local taxing authorities.

  • Represented an Oregon-based manufacturer of audio and video equipment in a sale to a large family office.