Family Office Capital & Investment Strategies | McDermott

McDermott Will & Schulte, a global law firm

Family Office Capital & Investment Strategies

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Overview

Family offices are unique and complex, and so is the way they invest. We serve wealthy families and family offices in creating tax and legal structures to optimize the investment of family capital in both public and private markets across all asset classes.

Our elite multi-practice team draws on the experience of our tax, private client and transactional lawyers to provide creative and holistic solutions at each of the three levels of a family wealth structure: individuals, trusts and private foundations; family offices and investment vehicles; and underlying investments including operating companies, private investment funds, private credit and other direct deals.

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Building a bright future: Mat Ishbia buys Phoenix Suns and Mercury

Case study

Ranked Band 1 in USA Nationwide: Family Office & Fund Structuring

Chambers HNW 2025

Results

Family Office Formations, Restructuring and Private Funds

  • Advised non-US family on creation of non-US-based family office and investment entity structure to facilitate holding of major stake in NYSE-listed public company and other US and non-US-based private equity and direct investments
  • Represented family office and related charitable trust on contribution of investment portfolio to public charity to maximize income tax efficiency to individual family member
  • Represented a Forbes 200 client in connection with the formations of a single-family office, asset class-based investment funds, a real estate joint venture and an employee incentive equity program
  • Represented the former CEO of a Fortune 50 company in connection with the formation of a single-family office and various private investment funds and associated income tax planning
  • Represented a Forbes 200 client in connection with the formation of a single-family office and private investment funds, an aircraft acquisition, trust and estate planning and multiple direct investments

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Insights
News & Media
Key contacts

Bronwyn D. Andreas

Partner

New York – One Vanderbilt Avenue

Scott A. Bowman

Partner

Washington, DC, Miami

Thomas P. Conaghan

Partner

Washington, DC, New York – One Vanderbilt Avenue

Patrick J. McCurry

Partner

Chicago

Thomas P. Ward

Partner

Chicago

Corporate & Transactional

Investment Management

Mergers & Acquisitions

Private Equity

Tax

Private Client