InnScope Family Office Partners works with families that own operating businesses and significant real estate when ownership transitions are threatened by conflict rather than by economics.
We are retained at the moments that put family wealth and family relationships most at risk: the death of a founder, a generational handoff, a contested buyout, or a liquidity event.
Families, family offices, and closely held businesses, together with the banks, wealth advisors, and attorneys who guide them.
We work alongside legal and tax counsel, never in place of them, handling the family dynamics that sit outside the documents.
We are built for the moments when family ownership and a major transaction collide. Typical engagements include:
Managing structural transitions and leadership inheritance in family owned businesses and extensive real estate portfolios.
Navigating buyouts of family shareholders, including intensely contested and complex multi-party ownership frameworks.
Intervening when disputes among family owners actively threaten a transaction, a sitting board, or the stability of the enterprise itself.
Steadying both the people and the assets during liquidity events, recapitalizations, and distressed situations that call for an objective, neutral third party.
Principal & Managing Member
I came to dispute resolution through three decades in real estate, including distressed and contested situations where I was brought in as a neutral party. As a court appointed receiver and manager, I stabilized assets and the people in conflict around them.
As Executive Vice President of a family run investment firm, I helped develop and manage a portfolio of senior housing, shopping center, hotel, and mixed use properties, and saw firsthand how succession and family dynamics shape a real estate enterprise. Earlier in my career, I originated over $300 million in real estate financings for Credit Suisse and Nomura Holdings and founded InnScope Hospitality to pursue real estate ventures of my own.
At InnScope Family Office Partners, I now bring that steady, neutral discipline to families navigating ownership transitions, working alongside their banks, advisors, and attorneys, never in place of them.