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.
Represented a fund principal in establishment of a single and multi-family office structure.
Represented a private foundation in connection with analysis of investments in non-traditional assets.
Served as fund counsel in connection with a fund launch for a women-managed Lat Am venture fund.
