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    4. Family Offices Investing

      Practices

    Family Offices Investing

    It is widely recognized that family offices are increasingly active in direct investments. We help families plan long-term investments with greater returns and structure funds to achieve their goals.

    /Overview

    Engaging in office investment and services presents family offices with the opportunity to exert greater control over their investments, both in portfolio companies and in sustainable, responsible impact investing opportunities. This enhanced control extends to managing the investment process and determining the optimal time frame for an exit strategy. Specializing in family office investing, we help leverage our client’s industry expertise, and their proven experience building their own companies, to plan long-term investments with greater returns. We work with families to structure and form funds, acquire portfolio companies, structure investments, close financing transactions, and ultimately exit portfolio companies.

    Our attorneys understand family office dynamics, keep pace with changes in the family office space, and are always watching for and acting upon market trends affecting our clients. Whether it is negotiating and structuring direct investments and pooled investments, fund formation for co-investments, buy-outs and real estate ventures, or creating and administering private foundations, our team delivers effective solutions.

    Our family offices investing practice is dedicated to empowering family offices to make informed and strategic investment decisions, aligning their financial goals with their values and long-term vision.

    /Recognition

    • Nixon Peabody has been named a Tier 1 National firm for Tax Law; Trusts & Estates Law; and Venture Capital Law in the 2025 edition of Best Law Firms®.

    Our Team

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    • Philip B. Taub

      Partner / Head of Private Equity
      • Boston
      • Office:+1 617.345.1165
      • ptaub@nixonpeabody.com
      Philip B. Taub
    • Gary I. Levenstein

      Partner
      • Chicago
      • Office:+1 312.977.4108
        Mobile:+1 312.953.8238
      • gilevenstein@nixonpeabody.com
      Gary I. Levenstein
    • Amy O'Keefe

      Partner
      • Boston
      • Office:+1 617.345.1106
      • aokeefe@nixonpeabody.com
      Amy O'Keefe
    • Jay D. Rosenbaum

      Partner
      • Boston
      • Office:+1 617.345.1269
      • jrosenbaum@nixonpeabody.com
      Jay D. Rosenbaum
    • Gregory M. O'Shaughnessy

      Partner
      • Boston
      • Office:+1 617.345.1343
      • goshaughnessy@nixonpeabody.com
      Gregory M. O'Shaughnessy
    • Sarah T. Connolly

      Partner
      • Boston
      • Office:+1 617.345.6075
      • sconnolly@nixonpeabody.com
      Sarah T. Connolly
    See Full Team

    Insights And Happenings

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    • Press Release

      Nixon Peabody attorneys and practice area recognized in 2024 Chambers High Net Worth

      July 18, 2024
    • Event

      US - ISRAEL Technology MeetUp @Nixon Peabody

      June 18, 2024
    • Alert

      Supreme Court decision shakes up valuation issues

      June 10, 2024
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