Our funds lawyers primarily assist with the establishment of investment funds of all kinds. We generally begin with strategic advice on structuring the fund, taking into account factors such as
investor profile, including appetite for risk, need for liquidity and desired timeline for returns
the total target or expected fund value
target investment assets
tax effectiveness of various jurisdictions
Once an appropriate structure has been agreed, we start on the process and documentation required to establish the fund, from operating agreement to prospectus to member agreements.
We also advise on other matters relating to funds, including regulatory compliance, amendments to or closure of funds.
Our clients include both investors and funds managers.
In addition to commercial funds, we advise clients in the establishment of private funds. These can give high net worth families and individuals access to a wider range of investment opportunities, particularly at the cutting edge of new technologies.
Our funds lawyers have worked on a range of matters, including:
All aspects of setting up a fund, including structure, establishment, SFC compliance and opening accounts
Assisting a Family Office to set up a private registered fund
Advising a high-net-worth client on setting up a Limited Liability Partnership
Advising an investment house on the establishment of a Hong Kong domiciled investment fund