Private Equity & Wealth

Overview People in this Area

Parsons Behle & Latimer offers comprehensive representation to a variety of private clients, including private funds and their portfolio companies, family offices, and high-net-worth families and individuals. Our private equity and wealth practice includes attorneys who have raised and managed their own private funds and have personal experience in the management of private businesses and investments. It also includes attorneys who have worked intimately with families of significant wealth and who are familiar with the complexities of operating, scaling, and transitioning closely-held businesses. Our attorneys work side-by-side with our private clients’ other trusted advisors, and our holistic approach offers those clients a turn-key solution to the wide variety of legal issues they face.  

 Private Equity Fund Formation and Compliance:

  • Investment Structure and Formation
  • Private Offering Documents (Private Placements, Convertible Notes, Share Purchase Agreements, etc.)
  • Fund and Related Corporate Governance
  • SEC and Blue Sky Compliance and Registration
  • Tax Strategy and Opportunities (Qualified Opportunity Zones, R&D Tax Credits, Tax Free Mergers, etc.)
  • Public offerings of Debt and Equity

 Investment Transactions:

  • M&A Services on Investments and Exits
  • Letter of Intent and Preliminary Investment Negotiations
  • Portfolio Governance (Shareholder Agreements, Inter-Company Transactions, Resolutions, Employment Agreements, Executive Compensation)
  • Capital Raising Transactions
  • Private Investments in Public Companies (PIPE Transactions)

 Securities Defense and Litigation:

  • SEC and State Securities Litigation and Defense
  • Financial Fraud Defense & Litigation
  • SEC and FINRA investigations

 Wealth and Legacy Planning:

  • Complex Revocable and Irrevocable Trusts
  • Tax Minimization Strategies
  • Family and Charitable Gifting
  • Multi-Generational Succession Planning
  • Trust and Estate Administration
  • Fiduciary Advising
  • Asset Protection

 Closely-Held Business Structuring:

  • Entity Selection and Formation
  • Company Management and Governance
  • Inter-company Relationships and Agreements
  • Employment Arrangements
  • Internal Policies and Processes

Representative Matters


Salt Lake City
Salt Lake City