As family offices across the Middle East continue to grow in both sophistication and ambition, many are increasingly looking to the United States as a destination for capital deployment. However, navigating the U.S. legal system as a foreign investor—particularly as a non-resident family office—requires more than financial acumen. It demands careful structuring, regulatory foresight, and tax-aware planning.
This advisory outlines key legal and regulatory issues family offices should consider when investing in the U.S., with a focus on how risks and obligations vary depending on the type of investment.
Authors:
Louie A. Ayash
Matthew D. Dunn
Partner
Darius R. Alam
Counsel
dalam@clm.com