Institutional Investors

At Greenberg Traurig, we have spent decades working alongside some of the world’s most prominent institutional investors, helping them navigate their strategic and investment needs. Our focus is on crafting thoughtful, innovative, and tailored strategies for our clients as they deploy capital worldwide.

Our Clients

We are a trusted legal partner to a diverse range of institutional investors, including:

• Sovereign wealth funds
• Pension funds
• Superannuation funds
• Family offices
• Funds of funds
• Insurance companies
• Endowments
• Foundations
• Bank holding companies
• Strategic investors, such as corporate venture capital arms

Our Experience

Our team has handled an array of investment matters, covering everything from separately managed accounts and fund investments to co-investments, joint ventures, and direct investment transactions. We work across both traditional and alternative asset classes, including private equity, venture capital, real estate, infrastructure, and private credit. Our wealth of experience in key support areas, such as regulatory and tax, as well as our global network of offices, allows us to provide tailored, real-time assistance to our clients no matter where they are located.

Beyond investment transactions, we also support our clients with their organizational, operational, and strategic concerns. Our deep understanding of institutional structures and sensitivity to reputational concerns allows us to offer a high level of service and perspective while helping our clients pursue their goals.

Our Work with Sovereigns

Greenberg Traurig stands out as one of the few global firms possessing significant experience advising sovereign investors. Our team’s depth of knowledge spans decades and includes work with sovereign wealth funds, public sector pension plans, central banks, and other state-owned entities. Our intimate familiarity with our clients’ institutional structures and operations, as well as intuitive sensitivity to reputational and other concerns, permits us to offer a level of service and perspective that few firms can match.

Our thought leadership in this area is highlighted by our firm’s authorship of BNA Bloomberg Tax Management Portfolio, U.S. Income Taxation of Foreign Governments, International Organizations, Central Banks and Their Employees, the leading treatise on the United States taxation of sovereign investors.

Publications and Conferences

As a reflection of our deep commitment to working with investors, we publish Sovereign Investor Insights, a monthly newsletter featuring articles of interest to the investor community, and a quarterly roundup of U.S. regulatory developments pertinent to non-U.S. investors. 

We also host the annual Sovereign Investor Conference, a premier gathering for institutional investors to explore the important commercial and legal issues that they face. This exclusive event has been regularly rated by attendees as best in class.