WHOM WE SERVEFamily Offices

Advice on structuring and investment management

When you’re managing a family office, you have to be completely dialed in to provide the white glove service that your high-net-worth family clients expect. Whether it’s entity formation for new family offices, investment management, or succession planning, legal guidance that‘s both sophisticated and nuanced is a necessity for helping your clients preserve their wealth. We strive to provide our family office clients with practical, strategic, and tailored legal advice to meet their unique needs.

Business Formations

Business Formations

Choice of entity, corporate filings, tax filings, and corporate governance formalities
Employment

Employment

Independent contractor agreements, employment offer letters, employment agreements, and non-compete agreements
General Corporate Advice

General Corporate Advice

Commercial agreements, non-disclosure agreements, master services agreements, statements of work, SaaS agreements, and joint venture agreements
Securities Offerings

Securities Offerings

Private offerings under Regulation D and crowdfunding under Regulation CF
Business Succession Planning

Business Succession Planning

Business succession plans, sell-downs to partners, ESOPs, and business sales
Mergers and Acquisitions

Mergers and Acquisitions

Non-disclosure agreements, letters of intent, term sheets, due diligence, purchases and sales of businesses through asset sales, stock sales, and mergers
Regulatory Advice

Regulatory Advice

Financial regulatory compliance
Investment Counsel

Investment Counsel

Negotiation of investment agreements in private companies and investment funds
Fractional General Counsel

Fractional General Counsel

Holistic legal and business advisor to your business

CONTACT USCall us today, e-mail us or schedule a time to talk

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317-912-3702
Indianapolis, Indiana

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This website constitutes attorney advertising material. Agathos Law, LLC assumes no responsibility for the accuracy or timeliness of any information provided herein. The information contained herein is for informational purposes only, does not constitute legal advice, and is not a substitute for legal counsel. Online readers should not act upon this information without seeking professional counsel.