PRACTICES

Private investments and family office

FAMILY OFFICE SETUP AND SUPPORT

SUCCESSION PLANNING

ASSET OWNERSHIP OPTIMIZATION

INVESTMENT SUPPORT

ASSET UNLOCKING

FAMILY OFFICE SETUP AND SUPPORT
SUCCESSION PLANNING
ASSET OWNERSHIP OPTIMIZATION
INVESTMENT SUPPORT
ASSET UNLOCKING

The Private Investment and Family Office practice is at the core of Lex Borealis. Our partners come with significant practical expertise resulting from their tenure with largest single family offices, and thus have an in-depth understanding of the challenges and objectives its beneficiaries and management have to face.

Structuring and setup of a single family office for a Forbes list Russian businessman in the UK, including migration, taxation, group companies management, trusts, succession, investments, sanctions compliance, and more.
Setup of a family office from scratch for a Russian businessman in UAE, opening accounts in major Swiss and US banks, drafting an investment strategy in collaboration with the banks, succession, sanctions compliance, relocation, review and support of investment projects in the Middle East, EU, the UK, and other jurisdictions.
Reviewing 100+ various investment projects (venture financing, debt financing, private equity) on behalf of multiple family offices, structuring, risk analysis and mitigation, supporting transaction closing.
View more projects
Supporting an international family office selling multiple office premises in Moscow worth about RUB 1 billion to MTS and Alfa Bank. Negotiations and closing of turnkey deals.
Legal support for the construction of three jack-up offshore drilling rigs valued at over USD 650 million in Singapore, including negotiations to amend and extend construction contracts, technical supervision contracts, financial agreements, participation in bareboat charter tenders and drilling tenders.
Advising an international family office to unlock the Russian issued bonds.
Advising an American citizen on US and Russian sanctions and assistance in unpacking multi-million Gazprom’s ADRs.
Advising a number of HNWIs and family offices on various sanctions-related issues.
Personal investment projects – approval of the international investment funds and platforms documentation (including Telegram ICO).
Implementation of the Infrastructure Bonds project, structuring, drafting issuance documentation and all project related documents (about 50 templates), establishment of an SPV issuer, drafting the intragroup loan and credit templates, development of a loan agreement between the SPV company to the developer (the LMA template adapted for regional developers)..
Debt restructuring projects, including Eurobonds, credits / loans.