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Our Commitment to Diversity

REPRESENTATIVE EXPERIENCE

Jacqueline Duval

Assisted a branch of a multigenerational family business in setting up a family office structure to provide centralized investment management and operations.

Advised a private foundation on developing and implementing program and mission-related investments.

Advised an ultra-high-net-worth individual on issues related to overlap with charitable entities, including excess business holdings and self-dealing.

Advised a single-family office on succession planning, including family office ownership, structuring, and continuity issues.

Represented a family office in the creation of structured family office investment vehicles.

Represented a family office on issues related to investments by charitable remainder trusts.

Represented an ultra-high-net-worth individual in the review and negotiation of tax-related provisions for fund documents (including side-letter negotiation) for investments in private equity funds, hedge funds, and venture capital funds.

Advised an ultra-high-net-worth individual non-resident with inbound investments, including tax and governance issues.

Advised a woman-owned business with succession planning and transfer of equity interests to employees.

Advised a family foundation on charitable giving, including grantmaking.

Advised a charitable entity on diverse issues related to UBTI.

Represented a family office on the structure and jurisdiction of holding vehicles for tax-efficient investment structures.

Represented a family investment management office on investment activities.

Analyzed and provided tax and structuring advice on co-investment opportunities and venture capital investments for an ultra-high-net-worth individual.

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