Firm Responds to Family Offices’ Unique Opportunity as an Investment Vehicle Poised to Surge Past Private Equity and Venture Capital Ahead of Largest Generational Wealth Transfer in History

In response to the unprecedented growth in wealth held by family offices and the subsequent opportunities for private investment by the sector, Nelson Mullins Riley & Scarborough LLP announces the launch of its trailblazing Family Office Investment Transactions Group to lead how law firms serve family office investments.

This dedicated group is formalized to align with today's massive growth in family offices ahead of the largest wealth transfer in human history set to occur over the next 20 years, as approximately $100 trillion is projected to move from the baby boomer generation to their heirs.

“Family offices are revolutionizing the investment landscape in M&A, commercial real estate, and other sectors across middle market investment. We are proud to be at the forefront of this transformation,” said Hendrik Jordaan, co-leader of Nelson Mullins’ Family Office Investment Transactions Group and former founder of multiple funds managing 9-figures worth of family investment. “While many firms have generalist family office practices and separate transactional groups, ours is the first dedicated group specifically focused on private investment and M&A opportunities by family offices and their unique value proposition to compete directly with private equity for top-tier investment opportunities, greater ROI, and enhanced value creation.  We are building proprietary data sets for family office M&A and execution discipline that address the idiosyncratic needs of family offices.”

Family offices have emerged as a top competitor to private equity and venture capital firms for investments and, by certain estimates, already control more capital than hedge funds. The sector is expected to add $2 trillion in assets by 2030. The number of single-family offices is expected to rise from approximately 8,000 to over 10,000. Beyond the competitive rise in capital, family offices also present unique advantages in direct investments as it relates to long-term ROI over short-term profits, value creation through greater structural flexibility, attractive financial incentives and tax opportunities, and post-investment risk management opportunities related to holding terms and reputational leverage.

“In addition to focusing on the opportunity to compete in middle market M&A with PE and VC counterparts, we are also bringing our family office clients significant, high-stakes transactional experience across sectors that will play a role in their long-term, generational wealth planning in a cyclical economy,” said Eamon Welch, co-leader of the Family Office Investment Transactions practice. “For example, our substantial experience in the real estate investment space, especially in real estate joint ventures and sophisticated deal structuring, plays well with the family office sector whose portfolios today are comprised of 18% real estate holdings. Similarly, our firm has played a role in billions of dollars in transactions across private credit, healthcare, life sciences, technology, intellectual property, retail, and other industries that will continue to play a key role in family office investment portfolios.” 

About the Nelson Mullins Family Office Investment Transactions Practice

Family offices are revolutionizing the investment landscape, and Nelson Mullins is proud to be at the forefront of this transformation. Unlike law firms with “generalist” family office practices and transactional groups, we understand that family offices require a specialized approach—one that enables them to compete directly with private equity and venture capital firms, real estate investment managers, and other institutional investors for top-tier direct  investment opportunities, creatively structure co-investments alongside investment funds and other family offices, invest with established and emerging sponsors, including fundless sponsors, and strategically allocate capital across private equity, venture capital, real estate, and credit funds for higher ROI. 

We provide precisely the transactional experience and counsel family offices need—crafted specifically for their unique objectives. Our team understands the distinct advantages that family offices bring to the table, how to manage the unique risks that family offices face, and how to unlock value through proprietary deal flow.     

Leveraging the strength of two of the premier middle-market M&A and commercial real estate platforms in America, together with our substantial, high-stakes transactional experience in numerous other industries and verticals, our Family Office Investment Transactions Group offers unparalleled focus and knowhow, backed by deep expertise in key complimentary support areas, such as tax, wealth preservation, regulatory, and risk management. 

About Nelson Mullins 

Established in 1897, Nelson Mullins is a full-service Am Law 100 firm of more than 1,000 attorneys, policy advisors, and professionals with offices across the United States. For more information, go to www.nelsonmullins.com.