Family Offices & Funds Structuring

Payne Hicks Beach advises family offices that are domestic, international, single-family, multi-family, first-generation or multi-generation. Advice is provided from across the firm's corporate, tax, regulatory, financing and personal-planning practices.

Our expertise includes:

• developing single-family and multi-family-office structures, including analysis of tax, regulatory, control and ownership considerations;
• family-office restructuring, including family-investment-holding restructuring, succession planning and family-branch exits;
• tax and succession planning for individual family members;
• investment management arrangements, including investment-advisory agreements, investment policies and investment-fund allocations;
• direct investments, including co-investments and private acquisitions and disposals;
• employment and incentive compensation arrangements for family-office employees and executives;
• advice on the administration of family offices and trusts;
• charity and philanthropic projects; and
• real-estate projects and debt-finance arrangements.

The team combines the family-office elements of its best-in-class private-client practice (trusted personal advisers for tax structuring, governance and family matters) with sophisticated front-foot corporate and funds advice.