Massumi + Consoli’s Family Offices & Private Investment practice leverages the expertise of the firm’s Private Equity, M&A, Growth Equity and Investment Funds practices to deliver a unique set of client services. We cater to single- and multi-family offices, ultra-high-net-worth individuals and other private investors, helping them execute their investment strategies with clarity and confidence.

Our lawyers are well-acquainted with the dynamics relevant to private investors, including longer investment horizons, unique tax and estate planning considerations, less institutionalized internal operations and fluctuating deal activity. To address these considerations, we work in close partnership with our clients to create solutions that help develop favorable positions and limit risk for each strategic investment.

Our team provides premier services that meet investors’ most exacting transactional needs, including the execution of mergers and acquisitions, direct buyouts and minority investments, co-investments and joint ventures. We also advise clients on limited partner (LP) investments in private equity, growth, venture capital and credit funds, as well as minority and strategic general partner (GP) investments.

Through a multidisciplinary approach, we counsel investors on the formation of private investment funds and long-term capital vehicles, as well as the structuring and establishment of single- and multi-family offices. Our lawyers also assist with transitioning single-family offices into multi-family offices, hybrid-family offices and third-party investment fund structures. Additionally, we work with clients on tax structuring, employment, executive compensation and benefits issues, commercial contracts and other related matters, including ongoing counseling and ancillary advice.

We routinely advise private investors on capital raising and sourcing matters, as well as with loans and other financings, including traditional credit facilities, lines of credit, co-investments, equity financing and alternative financing. Our expertise also encompasses cash management structures and liquidity solutions, including the dispositions of investments and secondary transactions.