Matters

Family Office – Charitable Remainder Trusts

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

High Net Worth Individual – Inbound Investments

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

Hospitality and Real Estate Group – Cross Border Share for Share Exchange

Advised hospitality and real estate group with cross border share for share exchange, and issues related to US group structure.

Succession Planning – Women-Owned Business

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

Private Foundation – Program Related Investments

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

Family Offices – Overlap with Charitable Entities

Advised ultra high net worth individuals and single family offices on issues related to overlap with charitable entities, including excess business holdings and self-dealing.

Family Foundations and Family Offices – Charitable Giving

Advised family foundations and family offices on charitable giving, including grantmaking.

Family Office – Succession Planning

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

Charitable Entities – Unrelated Business Taxable Income Issues

Advised charitable entities on diverse issues related to UBTI (Unrelated Business Taxable Income).

Family Office – Creation of Investment Vehicles

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

Family Office – Structure and Jurisdiction of Holding Vehicles

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

Family Investment Management Office – Investment Activities

Represented a family investment management office on investment activities, discussing U.S. and non-U.S. tax issues related to those investments.

Family Offices – Review and Negotiation of Tax-Related Provisions

Represented ultra high net worth individual and single and multiple family offices 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.

Multiple Family Offices – Tax and Structuring Advice

Analyzed and provided tax and structuring advice on co-investment opportunities and venture capital investments for ultra high net worth individuals and multiple family offices.

Multigenerational Family Business – Establishment of Family Office Structure

Assisted branch of a multigenerational family business in setting up a family office structure to provide centralized investment management and operations. This representation included restructuring investment and operating entities to aggregate relevant ownership interests into the family office ownership structure.

New Market Tax Credits – Redevelopment of Indiana Industrial Facility

Represented a regional bank and their investment partner in financing the modernization and expansion of an industrial facility in Indiana. The facility will add approximately 20,000-sq.-ft. of additional manufacturing space which will be used for additional manufacturing lines.  Once final, the renovated and updated facility will create an additional 20 to 30 jobs in the community.