Whether your family shares assets through a family business, family office or family enterprise, Croke Fairchild understands the differences and how to navigate the unique and complex challenges your family faces as it seeks to perpetuate and grow those assets through the generations.

Whether yours is a first-generation family office, fourth generation family business or multi-generational family enterprise, our partners have served as trusted advisors to all types of family groups, as well as in the express capacity of fiduciary board members and general counsel. They have seen up close and handled such family matters as:

  • Family office structure and formation
  • Family council creation
  • Family foundations
  • Governance structures
  • Formation of family office-led funds and co-investment vehicles
  • Investment diligence and structuring
  • Investment representation and negotiation for funds and direct investment
  • Litigation and dispute resolution
  • Rising generation development and education
  • Shareholder distributions
  • Shareholder redemptions
  • Strategic planning
  • Succession planning
  • Tax strategy
  • Transitions
  • Trusts