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. Working with our Firm’s Private Client practice group as necessary, we ensure that our clients’ needs are thoughtfully addressed and structured from the outset. Our attorneys serve as the closest and most trusted advisors to a number of Family Enterprise clients, assisting with key strategic initiatives and priorities.

Working alongside our Private Client and tax colleagues, our Family Enterprise attorneys have substantial experience in the structuring and organization of family offices, including:

  • Family office corporate structure and formation
  • Family council creation
  • Family foundations creation and formation
  • Governance structures
  • Rising generation development and education
  • Strategic planning
  • Succession planning
  • Tax strategy
  • Trust and estate strategy
  • Transitions

Croke Fairchild leverages its deep experience in Mergers & Acquisitions, Venture Capital, Finance & Liquidity Solutions and Corporate Governance to counsel on Family Enterprise transactions, direct investments and other strategic opportunities, including:

  • Investment diligence, negotiation and structuring
  • Establishment and execution of direct investment programs across a number of strategies
  • General counsel representation for Family Enterprises
  • Business acquisitions and dispositions
  • Establishment of credit facilities
  • Litigation and dispute resolution
  • Shareholder distributions
  • Shareholder redemptions
  • Transitions

As counsel to numerous private fund sponsors in the private equity, venture, real estate, hedge and special situation spaces, the Croke Fairchild Private Funds and Investment Management team has in-depth knowledge of the state of market terms and conditions in this dynamic space.  We utilize this knowledge to best serve our Private Enterprise clients as they form investment vehicles and negotiate as limited partners of external funds.  These services include:

  • Formation of family office-led private funds and co-investment vehicles
  • Limited partner investment representation and negotiation
  • Fund diligence and investment review
  • Tax efficient investment structuring