Thomas J. Handler, Managing Partner of Handler Law LLP, recently joined host Jim Fried on Fried on Business to discuss one of the most important, and often overlooked, aspects of successful investing: structuring the deal.
The conversation explored how investors, family offices and business owners evaluate investment opportunities, allocate risk and create structures that support both financial objectives and long-term relationships. Drawing on decades of experience advising ultra-high-net-worth families, family offices and closely held businesses, Tom shared practical insights into how sophisticated investors approach real estate and other private investments.
Key Takeaways from the Conversation
There Is No One-Size-Fits-All Structure — The right investment structure depends on the asset, the investors involved, risk tolerance and long-term objectives.
Family Offices Continue to Increase Direct Investments — Many families are investing directly alongside experienced operators and other family offices to gain greater alignment, transparency and control.
Diversification Extends Beyond Assets — Sophisticated investors often combine direct investments, funds and co-investment opportunities to balance risk, liquidity and return.
Alignment Drives Long-Term Success — Clear governance, defined responsibilities and shared expectations are often just as important as the economics of the deal.
Risk Management Starts Before the Deal Closes — Asset protection, liability management and proactive planning should be built into every investment strategy from the outset.
How Handler Law Can Help
Handler Law LLP advises ultra-high-net-worth families, family offices, entrepreneurs and closely held businesses on sophisticated legal and planning strategies designed to:
- Structure investments efficiently and strategically.
- Evaluate and mitigate legal, tax and liability risks.
- Preserve and transfer wealth across generations.
- Align governance, succession and long-term family objectives.
To learn more about these topics or discuss your family’s planning needs, please contact us.
To hear the full conversation between Thomas Handler and host Jim Fried on Fried on Business, listen to the episode embedded above.