A disciplined approach to family office investing in private funds: Legal considerations and best practices
By
Peter G. Naismith
Summary
Family offices are increasingly investing in private funds, which requires careful attention to legal issues such as sponsor-investor alignment, transparency, and conflict of interest management. The article outlines a disciplined approach to fund reviews, including clear delegation and strategic use of outside counsel, to protect family office interests and unlock investment opportunities.
Source
bskyA disciplined approach to family office investing in private funds: Legal considerations and best practicesjdsupra.comKey quotes
· 3 pulledWhile family offices are increasingly turning to private funds to access differentiated investment opportunities, private fund investments give rise to numerous legal issues that merit close attention.
Although the issues differ between structures and strategies, there are common threads, including the goals of ensuring sponsor-investor alignment, transparency, and effective management of conflicts of interest.
By approaching fund reviews with a disciplined process, clear delegation, and targeted use of outside counsel, family offices can a
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