We work with a wide range of private investment funds, including hedge funds, private equity funds, real estate funds, funds of funds, commodity pools and distressed debt funds, to create tax-efficient structures for both investors and fund managers.
Our work includes drafting and negotiating all relevant fund offering, subscription and organizational documents. Our clients include both domestic US funds and offshore funds, so naturally we also deal with regulatory compliance in many relevant jurisdictions.
Additionally, we advise on qualified and non-qualified deferred compensation arrangements for the fund principals and their employees. We also counsel principals on the gift and estate tax planning opportunities available to them as the founders and owners of such funds.
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Our clients are based worldwide, and the jurisdictions in which their funds and investment management vehicles are based similarly are widespread. We are familiar with all types of structures, acting for boutique funds with a single product or strategy, and also for investment management firms advising multiple funds with billions of dollars under management.
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David A. Stein
DD: +1 212 848 9832
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Mitchell R. Kops
DD: +1 203 974 0391