Counsel from the investor’s side of the table.
Private capital decisions are rarely just legal. They involve governance, economics, downside protection, timing, counterparties and the practical realities of owning an illiquid position.
Michael previously served as an equity principal and president of a family office. That firsthand experience informs the firm’s approach to family-office work: understanding how principals actually evaluate opportunities, coordinate advisers, manage risk and make decisions across investments and operating businesses.
West Palm Beach Law helps family offices and private investors structure and execute direct investments, co-investments and portfolio-company matters with those considerations in view.
Representative matters
- Direct investments and co-investments
- Holding-company and investment-vehicle structures
- Portfolio-company transactions
- Joint ventures and strategic partnerships
- Diligence and investment documentation
- Coordination with tax, estate and securities specialists
How the firm works: The objective is to preserve the investment thesis in the legal structure—not to let the documents become disconnected from it.
Discuss a Matter