Today’s investment funds, their investors and managers demand sophisticated regulatory and tax planning advice, which cannot be provided without a precise understanding of the nature of the investments in question, whether it is private equity, venture capital, debit/credit, real estate, hedge, social impact, art and collectibles or a hybrid of such categories. This is a vital consideration for all professional and individual investors, fiduciaries investing for trusts or other wealth holding vehicles, as well as for family offices investing on a pooled basis. 

Funds structuring and establishment

We have experience of the whole range of fund structures, from open-ended and closed-ended investment vehicles to limited partnerships and unit trusts, and deal extensively with all the major offshore funds jurisdictions. A mix of tax, regulatory and commercial issues will typically dictate the structure and domicile of a fund, which we can guide you through with a co-ordinated approach. 

Recent work

  • a UK manager in establishing a UK credit fund to finance charities in the healthcare sector
  • a UK based hedge fund manager on the disposal of a substantial minority equity stake to a major US bank
  • a family office on a restructuring of investment holding and management arrangements into offshore investment funds with hedge, long-only and private equity strategies
  • on cross-border tax, including structuring implementation issues, in relation to a number of hedge fund management groups
  • on UK LLP structures, for use as investment management/advisory start-up vehicles or as collective investment or asset holding structures

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