Family Offices

Experience

  • Private Royalty Fund Recapitalization

    Represented a Dallas, Texas-based family office in the recapitalization of a limited partnership formed to acquire royalty and mineral interests. The engagement involved soliciting existing members

  • Software Company Investment

    Preferred equity in an SAP software compatible company. 

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Overview

At Munsch Hardt, our attorneys are well-versed in providing pragmatic and trusted advice to wealthy families and family offices. We understand the complexities and challenges – legal, business and personal – involved in owning and running a family business and family office. Recognizing no one family office is the same, we make it our priority to get to know our clients, understand their cultures and goals and ultimately create solutions to achieve both short and long term objectives.

Our clients include the full spectrum of family offices, such as (i) investment advisers who converted their third party advisory business into a private investment business, (ii) families who have invested privately for years and (iii) families who generated recent wealth through an investment or the sale of a business. 

With the skills to shepherd family offices through the challenges and opportunities that may come their way, our attorneys regularly advise on the following:

  • Organizational structure
  • Governance
  • Succession planning
  • Employment law and employee benefits
  • Financing and lending
  • Private equity, venture capital and investment management
  • Mergers and acquisitions
  • Real estate (commercial and residential)
  • Risk management
  • Securities
  • Tax
  • Information privacy and security
  • Intellectual property
  • Philanthropy
  • Estate planning 

We also understand value-added counsel and services do not end with legal expertise. As deal lawyers, we understand the value of relationships. Members of our team offer clients an extensive network of investors, and where appropriate, we facilitate strategic introductions to deal flow and co-partnering opportunities. By offering a well-conceived, entrepreneurial approach to deal making, we are able to serve as trusted advisors who protect every aspect of a family office.