Patrick J. McCurry

Patrick has been ranked Band 1 by Chambers High Net Worth in its national Family Offices & Funds Restructuring category since the category’s inception. Clients praise Patrick for being “a lucid communicator, even of incredibly complex tax and legal concepts,” and note that he “never brings up an issue without thinking about multiple potential solutions.”

While in law school, Patrick served as an extern for the Honorable Ronald A. Guzman, US District Court for the Northern District of Illinois. He also was a member of the Loyola University Chicago Law Journal.

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• Acted as relationship partner for multi-family office and RIA in connection with the formation/acquisition of a retail trust company to compliment client’s existing investment advisory, tax and administrative business lines
• Represented a family group in connection with post-M&A liquidity planning and investment fund formation
• Represented multiple large single-family offices in connection with extrication of family office employees and functionality from family-owned operating companies and/or investment fund managers/GPs
• Represented US-based single-family offices and families in connection with the structuring of a family office and/or investment funds in the US Virgin Islands and Puerto Rico
• Represented a 100-year old, multi-generational family office in connection with the spin-out of the family office function and restructuring of liquid and alternative investment funds
• Represented a multi-generational single-family office in connection with the family’s inaugural investment fund for liquid co-investments
• Represented a high net worth individual in connection with the division of a family office and bifurcation of investments and investment vehicles between family lines
• Teamed with estate planners, corporate attorneys and tax attorneys in the structuring of a family settlement of a $1 billion real estate and investment empire
• Represented dozens of other single-family offices in connection with the formation and/or restructuring of single family offices and private trust companies, the creation of family investment funds and the establishment of incentive equity programs for key employees

Mergers and Acquisitions

• Represented Tribune Company in connection with two leveraged partnership transactions relating to the disposition of (i) a 95 percent ownership interest in the Chicago Cubs, Wrigley Field and associated assets to the Ricketts family and (ii) a 97 percent ownership interest in the Newsday Media Group
• Acted as lead tax partner in advising Dogfish Head Brewery in its merger with Boston Beer (Sam Adams). M&A Advisor named this transaction the Consumer Staples Deal of the Year for 2019
• Represented a Forbes 400 client and founder in connection with the sale of multi-billion dollar technology company to a public company
• Acted as lead transaction counsel to a Texas hotel developer and operator in a $115 million leveraged recapitalization and a complex tenant-in-common (TIC) rollup transaction
• Represents dozens of private equity funds in buy-side and sell-side M&A and recapitalization transactions
• Represented a family in connection with tax structuring of $1.5 billion+ sale of a foodservice business
• Represented a family-owned engineering company in connection with (i) $100 million sale of the company and (ii) the post-closing formation of a single-family office and multi-asset investment funds
• Represented a single-family office in connection with acquisition of majority stake in a homebuilding and real estate development company
• Represented a family-owned hospitality business in connection with sale of US and Canadian business lines

Direct Investments

• Represented multiple Forbes 400 families in connection with tax planning with respect to ownership in major league sports franchises
• Represented the family office of hedge fund founder in connection with an anchor investment in a cryptocurrency start-up
• Represented a private trust company and family office in establishment of a venture fund and incubator in the alternative food and health technology sector
• Represented numerous family office in connection with direct investments in both operating and investment real estate and related income tax planning
• Acted as lead tax partner in advising a family office in connection with a $25 million growth equity investment in a fertility practice management company
• Represented a hedge fund principal in connection with the formation of a music recording and publishing business
• Represented high net worth individual in formation of healthcare and real estate direct investments
  

Tax Controversy

• Advised a single-family office in connection with Tax Court litigation regarding a management company and fund structure
• Represented a family office with respect to an international tax audit relating to a $1 billion sale of the family’s operating company

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• World Tax, International Tax Review 2017

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