Funds & investment

With a dedicated funds, investment and tax team, including lawyers with corporate, tax and trust experience, we are able to provide the targeted investment structuring advice on which family offices depend.

We work with our clients on the establishment, operation and tax treatment of the full range of investments and collective investment schemes; we can advise clients from the perspective of fund principal and/or manager, as well as that of fund investor.

Although we do not offer advice on the suitability of specific investments, we work closely with leading investment managers and fund managers, to ensure that private investments are designed and structured to mitigate taxation and provide the greatest opportunity for returns.

Our team assists a number of international family offices on a regular basis, advising on the structuring and taxation of their investments and compliance issues relating to their holdings.

Recent work

  • Advising family offices on a review of the documentation for an offshore fund and on the review of a restructuring of their investment portfolio into a number of offshore funds.
  • Reviewing and advising on derivative product documentation.
  • Representing an Asian multi-family office in connection with the establishment of an offshore multi-strategy hedge fund platform.
  • Advising multi-family offices on apportioning block trade and on principal and agency arrangements.
  • Establishing a multi-strategy hedge fund platform to enable a family office to attract third-party capital.
  • Representing a Dubai-based multi-family office in connection with the formation of its international holding structure.

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