Family Offices and HNW Investors

404047165_4925eb710eWe represent Family Offices and  high net worth (HNW) investors in complex investment structures.  We have considerable expertise in organizing and structuring limited partnerships and other investment vehicles for private investments and the preparation of offering materials and subscription documents.

We also provide continuing legal representation once the investment is completed, including advice on shareholder votes, replacements of management, approval of major transactions, waivers of covenants, mergers and acquisitions of portfolio companies, and liquidations.

In particular, our services to investors include:

  • Real Estate
    • Organization/review of real estate investment partnerships and LLC’s
    • Private REITs
    • Review and documentation of private real estate investment deals on behalf of investors
  • Oil and Gas
    • Drilling partnerships
    • Private MLPs
    • Working Interest and JV investments
    • Tax-motivated investments
    • Royalties, production payments and other similar non-operated interests
  • Angel, Venture Capital and Private Equity Investments
    • Friends and Family and Angel rounds
    • Venture Capital Rounds
    • Convertible preferred and subordinated debt structures
    • Secured debt transactions
    • Private equity firm representation