Overview
Mohsen Ghazi assists ultra-high-net-worth individuals, families, and their family offices with forming tax-efficient investment structures and wealth transfer strategies. His practice is centered on bridging institutional-level strategies with personalized wealth management solutions.
Mohsen’s experience includes:
- Family Office Structuring: Assisting family offices and private trust companies with formation, operation, and compliance matters, including with the design of incentive equity programs for key employees
- Cross-Border Tax and Estate Planning: Helping globally mobile families navigate complex cross-border tax and estate planning issues, including in connection with inbound US investments and US families with holdings abroad
- Alternative Asset Structuring: Advising on tax-efficient investments and complex business transactions involving, among other areas, private equity, venture capital, private credit, real estate/real estate investment trusts (REITs),qualified small business stocks (QSBS), and blockchain/digital assets
- Succession Planning and Family Governance: Crafting innovative business succession plans and governance structures for multigenerational families, including issues that arise in connection with mergers and acquisitions and corporate finance transactions
- Regulatory Compliance: Assisting family offices with US Securities and Exchange Commission and other regulatory compliance needs.
Before joining McDermott, Mohsen was a transactional tax lawyer at a large international law firm. He later served as deputy general counsel and managing director at a top-ranked multifamily office, where he worked closely with individuals, families, and their advisor teams.
Fluent in multiple languages and with a global perspective, Mohsen takes pride in serving as a trusted counselor and delivering tailored solutions to families around the world.
Results
- Advised on the structuring of one of the largest initial public offerings of 2020, which aided in bringing a critical component of the COVID-19 vaccine to market*
- Advised on the structuring and formation of a bespoke $200 million real estate investment trust (REIT) joint venture involving a multibillion-dollar investment advisor, a qualified foreign pension fund, and a major sovereign wealth fund*
- Represented a large privately-owned self-storage company in a buyout transaction involving a complex hybrid UpREIT / DownREIT structure, designed to accommodate some of the largest family offices and sovereign wealth funds in the world as investors*
*Matter handled prior to joining McDermott.
Community
- iMentor, volunteer mentor
- Helping Youth Through Personal Empowerment (HYPE), civic engagement scholar
Credentials
Education
University of Michigan Law School, JD, 2016
Kalamazoo College, BA, cum laude, 2010
Admissions
Illinois
Languages
English
Hindi
Spanish
Urdu
