Campolo, Middleton & McCormick’s family office practice is uniquely positioned to address the specialized needs of family offices, high-net-worth families, and individuals experiencing sudden wealth. Our team offers comprehensive, strategic guidance through the complexities of selling businesses, managing investments, and creating enduring legacies. Understanding that every family has its own distinct set of circumstances, we tailor our services to meet the specific needs of each family office client we represent. Our commitment to personalized solutions ensures that the financial and legacy planning we provide is as unique as the families we serve.
Our family office practice spans a broad range of services, including:
Family Office Formation & Governance
Advises on the formation of family offices and related governance structures, including ownership models, operating frameworks, and decision-making processes. Counsels families on governance and fiduciary considerations as family members assume management and oversight roles, helping position the family office for long-term success.
Corporate
Establishing domestic and international business operations and partnerships; facilitating company asset sales, mergers and acquisitions, and financings, including debt and equity investments in portfolio companies; and advising on private offerings and associated stock sales for portfolio companies.
Private Equity, Hedge, and Real Estate Funds
Managing allocations to third-party fund managers, conducting manager due diligence, negotiating and drafting side letters, prime brokerage agreements, and documenting separately managed accounts, single-investor funds, and special fund classes.
Trust and Estate Planning
Providing domestic and international trust and estate planning services; advising on the establishment of not-for-profit organizations and foundations by individuals, families, or their businesses; and offering guidance on significant charitable donations, gifts, and other tax-exempt transactions.
Tax
Offering state, federal, and international tax counsel, including guidance on foreign and U.S. disclosure requirements, tax optimization strategies, and asset protection structuring for family offices.
Residential and Commercial Real Estate
Assisting with real estate purchases, sales, leases, development projects, and property improvement contracts.
Regulatory and Compliance
Navigating regulatory matters, including SEC, FINRA, and Commodity Futures Trading Commission compliance, state registration, deregistration, reporting requirements, and exemptions.
Finance and Lending
Negotiating and executing credit facilities secured by assets such as artwork, aircraft, private fund interests, and other alternative assets.
Employment and Employee Benefits
Addressing employment and employee benefits needs, including drafting employment and equity incentive agreements, separation agreements for senior managers and their portfolio companies, equity ownership buyouts, and handling for-cause and good-reason terminations.
Litigation and Dispute Resolution
Representing clients, both plaintiffs and defendants, in personal and business litigation matters, including partnership disputes, tax and real estate controversies, contractual disagreements, and intellectual property issues.
At CMM, we are committed to helping our clients navigate the intricacies of wealth management, investment, and legacy planning with confidence. Our tailored approach ensures that your family office’s unique objectives are met with the highest level of expertise and care, empowering you to preserve and grow your wealth for generations to come.
