Our attorneys advise family offices in deploying and managing their alternative investments, as well as assist families in the creation and structuring of their family offices. Our goal is to provide seamless service to the family office, whether coordinating with or reporting to various family members or other advisers, both internal and external. Our advice includes tax structuring, liability and risk management, and assisting the family in building out the optimal single-family or multi-family office investment platform structure that will facilitate achievement of the family’s long term strategic goals.
We advise family offices in a broad range of investment activity, from private equity and hedge fund investments to co-investments and direct investments. Family offices call on us with respect to investments in traditional asset classes, such as real estate and venture capital, to some of the more emerging alternative asset strategies, which include art, emerging markets investments, private credit, cleantech, natural resource investments, and renewable energy investments. Our representation includes advice on building out family partnerships, bespoke single- and multi-family office platform structures, service companies, succession planning/governance structures, regulatory compliance, tax planning, philanthropic endeavors, and risk management activities.
We have been at the forefront of the trend of family offices' making more direct investments, and we frequently advise family offices on options for approaching a direct investment platform. We host many family office events to discuss alternative investment themes and provide an opportunity for family offices to share information and experiences with their peers and investors. We are often invited to speak at conferences, including Opal Financial Group's Family Office & Private Wealth Management Forum — one of the largest family office events in the world.
Troutman Pepper is regarded as a trusted legal adviser by our established family office clients on complex intergenerational wealth management issues and related challenges. In working with families to create or improve their family office platforms, our view is holistic. We recognize that successful family offices are focused on more than just the preservation and transfer of wealth between generations. Family offices can serve as a platform for transferring wealth creation and management skills between generations. Family offices can also establish a lasting legacy through investment principles that reflect a family's core values, such as social impact investing. Family office governance structures often serve a crucial role in mitigating the potential for intrafamily disputes. In all these respects, Troutman Pepper acts as a seamless advisor to the family office, whether coordinating with or reporting to various family members or other advisers, both internal and external.
We have represented and continue to represent several family offices in connection with their direct investment activities, particularly in buyout transactions, startup company investments, and real estate joint ventures, including:
Other representative family office engagements include: