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Private Equity Family Offices

Bradley Arant Boult Cummings LLP

Cashing In, But Without Fully Cashing Out: Liquidity Options for Private Company Majority Owners

Business owners of private companies invest huge amounts of time and resources in their business, which may include the bulk of their financial capital. For owners who do not want most of their net worth to remain tied up in...more

Gray Reed

The Basis Matrix: Navigating the Interplay of Sections 743(b) and 734(b)

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Real estate funds and family offices are two types of investors that often (i) purchase equity interests in partnerships and (ii) make in-kind asset distributions for tax planning purposes. Well advised real estate and family...more

Ankura

GCC’s Opportunity To Drive Value Through Shared Service Centers

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In the Gulf Cooperation Council (GCC) region, mid-market capitalization investors have a unique opportunity to acquire or establish Shared Service Centers for their portfolio companies. This would provide scale for...more

Lippes Mathias LLP

Venture Capital: A Primer

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Venture capital (VC) is a form of private equity and a type of financing where investors invest in early-stage companies which they believe to have long-term, highgrowth potential. Accredited investors, family offices,...more

Goodwin

Debt Download - February 2023

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Welcome to Goodwin's Debt Download, our monthly newsletter covering what you need to know in the leveraged finance market. We hope you’re staying warm during the winter doldrums....more

Seward & Kissel LLP

[Event] Getting a Deal Done: M&A Opportunities for Asset and Wealth Managers - October 26th, New York, NY

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What to expect? The first half of 2022 marked another banner period for asset and wealth management deals, with deal volume up 11% compared to the same period in 2021, according to PWC. And the market for buying and selling...more

McDermott Will & Emery

Platform Investments in Renewable Energy Projects - Structural Solutions and Critical Issues to Consider

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Investments in renewable energy assets have become increasingly popular with institutional and private equity investors—and not to mention family offices—because of their reputation as a relatively safe and stable investment,...more

Winstead PC

SEC Proposes to Update “Accredited Investor” Definition

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On December 18, 2019, the SEC proposed to amend its definition of “Accredited Investor” with hopes to expand access to private capital markets to a wider range of investors. The proposed changes create two new categories of...more

Bennett Jones LLP

Big Trends in Canada's Private Equity Bull Market

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We are now beginning the second decade of the private equity (PE) bull market in Canada. The surge of PE investment in the last 10 years has shifted the ground of Canadian and global corporate finance....more

McGuireWoods LLP

Family Office Venture Capital Bets: Balancing Risk, Returns and Relationships

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Throughout 2019, single-family office (SFO) direct private equity investment has surged, and McGuireWoods has shared some SFO best practices around deal sourcing, vetting, due diligence and co-investing. (See recent...more

Troutman Pepper

Family Offices and PE: Can't We All Get Along

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Family office managers and private equity general partners have many common interests. Chief among them is providing maximum returns for their employees and their investors. How family offices and private equity funds...more

McGuireWoods LLP

The Rise of Direct Investing by Single-Family Offices

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The recent growth of single-family offices (SFOs) continues its upward trend. A recent study by Ernst & Young estimates at least 10,000 family offices exist around the globe, with more than half established within the last 15...more

Benesch

Benesch Market Intelligence: Developments in Family Offices - Q3 2018

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Family Office News - Six ultra high net worth trends - On September 5th Wealth-X released its 2018 World Ultra Wealth Report. Highlights of note were that Asian countries have seen the fastest growth in wealth...more

Williams Mullen

IRS Gets “Bageled” in Tax Court Over Family Office Expenses

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A recent case, Lender Management LLC v. Commissioner of Internal Revenue, T.C. Memo. 2017-246, has created a window of opportunity for family offices to restructure their affairs and potentially deduct certain family office...more

Benesch

Benesch Market Intelligence: Developments in Family Offices - Q2 2018

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Five cross-generational transformations of successful family enterprise - As family businesses grow and are passed on through generations, they often struggle to survive unless they can adapt to changing cultures, and...more

Benesch

Family Offices Market Intelligence: Developments in Family Offices - Q1 2018

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Bank of Singapore Seeks to Expand Its Family Office Business - Bank of Singapore, the private bank of Oversea-Chinese Banking Corp., is looking to expand its family office business as the city-state rolls out the red...more

Benesch

Family Offices Market Intelligence: Developments in Family Offices - Q4 2017

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Family Offices Flourish Around the World - In some sense, family offices have always been around. They were present back in medieval times in England and hundreds of years ago during major dynasties in China—it was just...more

Benesch

Family Offices Market Intelligence: Developments in Family Offices - Q3

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The ultra-wealthy are allocating more of their money to equities and less to hedge funds and real estate this year, a survey of family offices published on Wednesday found. Equities accounted for 27.1 percent of the average...more

K&L Gates LLP

Islamic Finance News 2016 Annual Guide

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A volatile year for Islamic finance – the only way is up? Once again the close of the year has come around more quickly than we ever thought possible, and it is time again for our annual review and outlook of the Islamic...more

McDermott Will & Emery

Inside M&A - Spring 2015

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Just What You Are Looking For?—Family Office Direct Investing in Search Funds - Family offices are increasingly taking note of “search funds” as a private equity investment alternative within the broader private equity...more

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