A critical, but continually overlooked aspect of structuring a fund is to combine commercial expertise with cutting edge tax advice for fund managers, investors and principals. This is where our funds, investments, tax & trust team can help - offering tax and legal structuring on both sides of the Atlantic.
We have broad experience in the funds industry and international investment community, working with individuals, fund managers and institutions alike. We combine this knowledge with our international tax structuring capability to provide a unique and comprehensive legal service for our clients, who are principals, managers and investors across the spectrum of funds and investment structures.
We advise on the most appropriate vehicle and jurisdiction and create funds for individual investors, or investor groups, as well as devise structures for funds aimed at international distribution to both private and institutional investors.
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Our services encompass advice on all aspects of the creation of investment vehicles, middle and back office functions, as well as regulatory issues, administration and compliance.
We negotiate master and netting agreements, confirmations and prime brokerage arrangements. Our experience extends to the underlying investments, including derivative products.
With offices in London, New York, Greenwich Connecticut, Geneva and Hong Kong, together with lawyers qualified in BVI/Cayman, we have a wide-angle lens on funds' creation across jurisdictions for a tax-diverse range of investors and principals. We advise fund administrators, principals and investors on every aspect of tax planning, including conversion of fund management firm to LLP status where beneficial and structuring employment agreements.
In the US, we are well versed in the qualifications necessary for exemption from the registration requirements of the Securities Act, the Investment Company Act and the Commodity Exchange Act.
In the UK, we provide specific advice as to most appropriate offering vehicles and listing of funds in various markets, including AIM and the new specialist funds market.
Where funds are distressed or facing insolvency, we provide advice on issues affecting rights, obligations and duties, in conjunction with our litigation and insolvency lawyers.
Banks come to us for guidance on leverage and lines of credit to funds and we have the capacity to act as "in-house counsel" for the funds themselves.
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Stuart Skeffington
DD: +44 (0)20 7597 6159
Email me
Mitchell R. Kops
DD: +1 203 974 0391
John Greenwood
DD: +44 (0)20 7597 6507
Meet the team