Solutions & Services

An investment fund is a pool of money with a clear investment strategy. It is an excellent vehicle for asset structuring and access to professionals’ high-level expertise and networks. If you want to build investments in a new fund or want to capitalize on an existing fund, we have the expertise you need to structure your fund effectively;

We support you with the various options, both in terms of your investments’ tax status and the effect on your carry interest/co-investment plans. In addition, we will work with the best advisors, both in your home country and abroad, to implement the proper fund structure and governance. Furthermore, we can also support by offering documentation and onboarding protocols for investors, be they family members, related parties, or otherwise.

And, of course, we will help provide the correct pricing protocols, bookkeeping, and NAV calculation & reporting tools. To ensure the family fund allows you to manage and accumulate family wealth efficiently and provide multi-generational governance and succession while having access to industry-standard quality and expertise.

Call or email us to discuss different types of funds, asset strategies, reporting needs, and objectives for growth.