Jacqueline Duval is a partner at the K&L Gates' New York office. She is a member of the Asset Management and Investment Funds practice. Jacquie focuses her practice on family offices, ultra high-net-worth individuals, private foundations, domestic and international tax, finance, private equity, hedge funds, venture capital, digital currencies and blockchain, and real estate. She has over 25 years of experience helping investors, businesses, and family offices with strategic planning, tax and entity structuring, investment execution, operational legal issues, and the complicated rules related to private foundations and not-for-profits. Jacqueline has a special interest in promoting diversity and equality by supporting and working with women entrepreneurs and investors.
The structuring and servicing of family offices and transactional work related to their investments is a key aspect of Jacquie’s practice. She works as outside counsel for both single- and multi-family offices and collaboratively advises on entity structuring and strategic operational issues, tax, investment execution, and coordination of the total legal needs of her clients.
A highly responsive trusted advisor, Jacquie helps clients navigate through complex and transactions across asset classes including funds, direct investments, securities transactions and venture capital, as well as the operational and technical aspects of running a family office of any size. She has deep knowledge of the tax guidelines related to private foundations and other charitable organizations, and in managing the unique challenges that arise when these entities or related persons are parties to an investment. This includes the complex rules related to self-dealing, excess business holdings, and program related investments.
A hallmark of Jacquie’s client service approach is her ability to establish immediate credibility with clients and their other professional advisors. She is dedicated to working with her clients to define their legacy and ensure their vision for the future.
