Investment Funds

Investment Funds

Formation and ongoing counsel for private investment funds, managers and related investment vehicles.

Fund structures designed for how the capital will actually be deployed.

Fund work requires more than forming an entity and assembling a stack of documents. The structure should reflect the strategy, investor base, economics, decision rights and expected life of the vehicle.

West Palm Beach Law works with sponsors and private investors on private-fund and related-vehicle matters, coordinating with securities and tax specialists where specialized advice is required.

Representative matters

  • Fund and manager formation
  • Private investment and special-purpose vehicles
  • Governance and manager matters
  • Subscription and investor documentation
  • Direct investments and portfolio transactions
  • Ongoing outside-general-counsel support
How the firm works: Where federal or state securities, tax or regulatory questions require specialty advice, the firm works with the appropriate subject-matter counsel.
Discuss a Matter