Family Offices Investing

/Overview

Family offices are increasingly operating with the sophistication of private equity firms—deploying capital directly, co-investing alongside independent sponsors, and building long-term investment platforms that reflect their values and objectives.

From legacy to leadership, We guide families from the earliest stages of forming or institutionalizing their family office through all phases of investment activity, governance, and long-term planning. Our cross-disciplinary team coordinates seamlessly across corporate, tax, trusts and estates, and regulatory disciplines to deliver strategic, end-to-end counsel.

Today's family offices are expanding their sophistication and reach—functioning more like private equity firms and seeking enhanced control over their investment strategies, value creation levers, and exit horizons. We help families leverage their industry expertise, operational experience, and capital flexibility to source, negotiate, structure, and close transactions that meet their strategic and financial goals.

Our attorneys remain attuned to market activity, evolving regulations, and emerging investment opportunities, allowing us to provide guidance that reflects both industry trends and each family's unique dynamics and priorities.

Connector, facilitator, and trusted advisor

Beyond transactional legal work, we serve as value-add partner within the broader family office ecosystem. We provide curated opportunities to connect with peers, independent sponsors, and industry leaders, including through NP Capital Connector, introductions and co-investment opportunities, Family Offices webinar series, and other relationship-building events. 

/Our services

• Family Office formation and structuring
• Direct investments and co-investments
• Fund formation
• Portfolio company acquisitions and exits
• Financing transactions
• Trusts & estates planning
• Private foundations and impact investment structures
• NP Capital Connector
• Real estate ventures and alternative investment strategies

/Recognition

• Nixon Peabody has been named a Tier 1 National firm for Tax Law; Trusts & Estates Law; and Venture Capital Law in the 2026 edition of Best Law Firms®.