‘Modern Family’: The Resurgence of Family Office Enterprises
2024 has seen a number of emerging trends for family offices; there are over 7,000 family offices worldwide managing assets in excess of $5.9 trillion. Edward Taibi discusses how family offices are approaching investment and what it takes to successfully execute deals by leveraging sophisticated legal and financial strategies.
December 10, 2024 at 08:14 AM
7 minute read
Family offices have existed for centuries. The past 10 to 15 years have seen a modern resurgence and reinvention, bringing thousands of family offices to a heightened stature, rivaling private equity funds, venture funds, hedge funds, and corporate conglomerates.
But what precisely is a family office—or, as some call it, a “family enterprise”? Family offices are private investment organizations for high-net-worth families, often founded by individuals who saw opportunities where others did not.From there, these visionaries built large, industry-defining businesses employing the core family members along with outside managers and overseers, and all of it controlled by the family of the original entrepreneur(s). Family offices and their merchant banking concerns have been dominant players in driving the growth of the companies that have defined our world for generations, and this tradition continues.
The Rise and Slide of Family Offices
NOT FOR REPRINT
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
You Might Like
View AllNew York Court of Appeals Blocks Trump Attempt to Stay Friday Sentencing
Trending Stories
- 1Legal Tech's Predictions for Legal Ops & In-House in 2025
- 2SDNY US Attorney Damian Williams Lands at Paul Weiss
- 3Litigators of the Week: A Knockout Blow to Latest FCC Net Neutrality Rules After ‘Loper Bright’
- 4Litigator of the Week Runners-Up and Shout-Outs
- 5Norton Rose Sues South Africa Government Over Ethnicity Score System
Who Got The Work
Michael G. Bongiorno, Andrew Scott Dulberg and Elizabeth E. Driscoll from Wilmer Cutler Pickering Hale and Dorr have stepped in to represent Symbotic Inc., an A.I.-enabled technology platform that focuses on increasing supply chain efficiency, and other defendants in a pending shareholder derivative lawsuit. The case, filed Oct. 2 in Massachusetts District Court by the Brown Law Firm on behalf of Stephen Austen, accuses certain officers and directors of misleading investors in regard to Symbotic's potential for margin growth by failing to disclose that the company was not equipped to timely deploy its systems or manage expenses through project delays. The case, assigned to U.S. District Judge Nathaniel M. Gorton, is 1:24-cv-12522, Austen v. Cohen et al.
Who Got The Work
Edmund Polubinski and Marie Killmond of Davis Polk & Wardwell have entered appearances for data platform software development company MongoDB and other defendants in a pending shareholder derivative lawsuit. The action, filed Oct. 7 in New York Southern District Court by the Brown Law Firm, accuses the company's directors and/or officers of falsely expressing confidence in the company’s restructuring of its sales incentive plan and downplaying the severity of decreases in its upfront commitments. The case is 1:24-cv-07594, Roy v. Ittycheria et al.
Who Got The Work
Amy O. Bruchs and Kurt F. Ellison of Michael Best & Friedrich have entered appearances for Epic Systems Corp. in a pending employment discrimination lawsuit. The suit was filed Sept. 7 in Wisconsin Western District Court by Levine Eisberner LLC and Siri & Glimstad on behalf of a project manager who claims that he was wrongfully terminated after applying for a religious exemption to the defendant's COVID-19 vaccine mandate. The case, assigned to U.S. Magistrate Judge Anita Marie Boor, is 3:24-cv-00630, Secker, Nathan v. Epic Systems Corporation.
Who Got The Work
David X. Sullivan, Thomas J. Finn and Gregory A. Hall from McCarter & English have entered appearances for Sunrun Installation Services in a pending civil rights lawsuit. The complaint was filed Sept. 4 in Connecticut District Court by attorney Robert M. Berke on behalf of former employee George Edward Steins, who was arrested and charged with employing an unregistered home improvement salesperson. The complaint alleges that had Sunrun informed the Connecticut Department of Consumer Protection that the plaintiff's employment had ended in 2017 and that he no longer held Sunrun's home improvement contractor license, he would not have been hit with charges, which were dismissed in May 2024. The case, assigned to U.S. District Judge Jeffrey A. Meyer, is 3:24-cv-01423, Steins v. Sunrun, Inc. et al.
Who Got The Work
Greenberg Traurig shareholder Joshua L. Raskin has entered an appearance for boohoo.com UK Ltd. in a pending patent infringement lawsuit. The suit, filed Sept. 3 in Texas Eastern District Court by Rozier Hardt McDonough on behalf of Alto Dynamics, asserts five patents related to an online shopping platform. The case, assigned to U.S. District Judge Rodney Gilstrap, is 2:24-cv-00719, Alto Dynamics, LLC v. boohoo.com UK Limited.
Featured Firms
Law Offices of Gary Martin Hays & Associates, P.C.
(470) 294-1674
Law Offices of Mark E. Salomone
(857) 444-6468
Smith & Hassler
(713) 739-1250