Family Office &
Private Capital
Strategic Counsel for Complex Wealth
We advise both family offices and private capital investors, including private equity sponsors and independent investors — often where their interests intersect. These clients require integrated legal guidance that spans investments, operations, and long-term planning, where decisions often involve overlapping business, financial, and personal considerations.
Carrington Coleman serves as a trusted advisor to family offices, private investors, and sponsors — often acting as an extension of the leadership team. We provide coordinated counsel across transactions, governance, employment, and dispute resolution — aligning legal strategy with investment objectives, operational priorities, and multi-generational planning.
Our focus is on clarity, discretion, and practical solutions that protect assets while positioning for growth and transition. We bring a holistic perspective, integrating businesses, legal, and personal considerations into cohesive, actionable guidance.
Representative Services For Family Offices
- Investment structuring across direct investments and privately held assets
- Family office formation, structuring, and governance advisory
- Coordination of legal strategy across operating businesses, investments, and personal holdings
- Succession planning and transition strategies for family-controlled businesses and multi-generational wealth
- Corporate governance and board advisory for closely held and family-owned enterprises
- Risk management, asset protection, and dispute resolution involving complex ownership structures
- Philanthropy, charitable giving, and private foundation formation and governance
- Ongoing outside general counsel support tailored to family offices and their operating entities
- Tax-aware structuring and coordination with financial and tax advisors
Representative Services For Private Capital & Private Equity
- Mergers, acquisitions, divestitures, and exit transactions, including platform and add-on investments
- Private equity sponsor representation, including fund formation, capital deployment, and portfolio company strategy
- Investment structuring across private equity platforms and portfolio companies
- Corporate governance and board advisory across portfolio companies
- Executive compensation, incentive equity, and management alignment strategies
- Employment and workforce matters across portfolio companies
- Commercial contracts, strategic partnerships, and operational agreements
- Ongoing outside general counsel support for sponsors and portfolio companies
- Risk management and dispute resolution tied to transactions and portfolio operations
- Ongoing outside general counsel support for family offices, sponsors, and portfolio companies
- Coordination of legal strategy across operating businesses, investments, and personal holdings
- Philanthropy, charitable giving, and private foundation formation and governance
- Tax-aware structuring and coordination with financial and tax advisors
How We’ve Helped Clients
- Represented the owner of a closely held entity valued at over $1 billion in integrated wealth preservation, estate planning, and business structuring strategies
- Successfully defended a trustee in high-stakes fiduciary litigation, protecting client interests in complex trust disputes
- Designed and implemented charitable planning structures to achieve philanthropic objectives while optimizing tax efficiency
- Advised clients on diversified investment strategies, including direct real estate, venture capital, private equity, and third-party managed funds
- Represented private investors in strategic acquisitions, including the purchase of a national continuing care retirement community platform from a public company
- Advised on fund formation, capital deployment, and transaction structuring across private capital and portfolio investments
- Counseled family-owned and closely held businesses on governance, succession planning, and multi-generational ownership structures
- Structured operating businesses — including luxury assets, farms, and ranches — to enhance asset protection and streamline operations
- Represented clients in disputes involving high-value assets, including counterfeit artwork and fiduciary matters
- Advised on valuation and structuring of charitable contributions involving complex assets, including artwork
- Provided ongoing, coordinated counsel across investments, operating businesses, and personal holdings for family offices and high-net-worth individuals