Matters

Chinatown Commercial Building Sale Post-Bankruptcy

Represented an affiliate of a New York City-based family office on the approximately $28.6MM sale of a largely vacant commercial building in the Chinatown neighborhood of Manhattan. The sale was following a bankruptcy court order, in a Chapter 11, single-asset bankruptcy case.

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.

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.

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.

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 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 Office – Creation of Investment Vehicles

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

Family Office – Charitable Remainder Trusts

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

Charitable Entities – Unrelated Business Taxable Income Issues

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

Family Office – Succession Planning

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

Family Foundations and Family Offices – Charitable Giving

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

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.

Private Foundation – Program Related Investments

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

Succession Planning – Women-Owned Business

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

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.

High Net Worth Individual – Inbound Investments

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