Private Investment & Family Office

Overview

(Golden Flag has) an elite private investment and family office group. Its expertise cuts across investment vehicle structuring, M&A, finance, tax and wealth planning.

- Chambers High Net Worth, 2024

Our Private Investment & Family Office Practice Group draws on Golden Flag’s multidisciplinary experience and thought leadership to deliver best-in-class, bespoke client service to private investors and family offices across the globe.

With one of the most active and highly regarded transactional practices in the world, we are uniquely equipped to confront the distinct challenges facing private investors, families, closely held investment funds and operating businesses in today’s ever-changing market.

Experience

  • Structuring (SFO, MFO, Private Trust)
  • Formation of private investment funds and long-term capital vehicles, including transitioning from a SFO to a MFO and/or transitioning to a hybrid family office/third-party investment fund structure
  • Regulatory and securities law compliance
  • Employment, executive compensation, benefits, commercial contracts/leases, talent retention and related matters
  • Ongoing counseling and ancillary advice (e.g., crisis management, confidentiality, referral network, strategic introductions)

  • Direct investments, co-investments and joint ventures
  • Real estate investments
  • LP investments in investment funds (e.g., venture capital, private equity and hedge funds)
  • Minority and strategic GP investments (e.g., in private equity sponsors)
  • ESG and impact investing
  • Capital raising/sourcing, including loans and other financings (e.g., traditional credit facilities, lines of credit, co-invest/equity financing and alternative financing)
  • Cash management structures
  • Liquidity solutions (dispositions of investments, IPOs, secondary transactions)
  • Estate and succession planning
  • Philanthropy
  • Trust structures
  • Wealth transfer
  • Income tax planning

Practices