Family Office Loan

Represented our client, a family office, as lead investor in a $5 million Series B investment in a leading online wine distributor. We had previously represented the client in a secured convertible loan which converted into the Series B shares.

Family office investments in operating companies

Represented a family office in its various fund investments and equity investments in operating companies, which representation included providing fund review and analysis, review and analysis of equity investment documents, and negotiation of investment documentation.

Freeman Bernstein and Mann IP rights

Represented siblings in creating ownership and governance structures for the development and exploitation of multi-generational family assets, including intellectual property rights in television and film properties.

Several families creating offices and investment vehicles

Represented several families in the formation of family office entities and in the formation of alternative investment vehicles for joint investment activities.

Family restructuring of RE assets

Represented a family in connection with the exchange and restructuring of real estate assets held in multifamily entities.

Family office issues related to transfer of interests

Represented a family office in connection with tax, securities, and partnership issues related to the transfer of investment fund and other limited partnership interests between family-controlled holding companies.

Family restructuring holding companies

Represented a family in restructuring holding companies to facilitate liquidity for family trusts by creating separate structures for real estate, alternative, and more freely-tradable assets.

Family holding co and gifts

Represented a family with substantial private equity and hedge fund investments in the formation of family holding company and related recapitalizations and inter-generational transfers and gifts.

Family office investment in restaurant chain

Represented a family office in connection with its $6,000,000 investment for a control-position in an established restaurant chain.

Family Office JV to buy aerospace parts manuf

Represented a family office in a joint venture with another family office to acquire an aerospace parts manufacturer.

  • “For several years, I have worked with Sklar Kirsh for my M&A and other corporate law needs.  They are practical and creative lawyers and have guided me through several major transactions with a steady hand and clear focus on my goals.”
    — Mark Mickelson, Managing Partner of Next Point Capital, Chairman of Art Brand Studios & Chairman of Next Point Bearing Group

This testimonial does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.