Nationally recognized practitioners up to date on changes in the law and industry practice
Knowledgeable in all tax aspects of fund formation practice
Sensitive to the needs of, and respected by, all relevant investor constituencies
Working collaboratively with sponsors and their investment professionals to meet their tax needs
Familiarity with the entire fund life cycle, from formation to exit
Adding finely tuned judgment based on extensive experience
The Tax Department is a critical partner working with our Corporate team in the practice of private fund formation. We have a wide range of experience in all major industry segments – buyout funds, growth equity funds, infrastructure funds, real estate funds, debt funds, fund-of funds, secondary funds, special situations funds, hedge funds, and other industry specific funds, and in the entire fund life cycle, from formation to exit. We take full advantage of our global presence in designing investment vehicles to meet diverse needs. On the fund raising side, we are able to offer, and negotiate, a wide range of structures tailored to the needs of the important constituencies – US taxable, US tax-exempt and non-US investors and sponsors. For sponsors, we also design general partner and management company arrangements to maximize the after-tax returns for the lead individuals and the investment professionals who support them. We work with large, middle market, and small funds. In all our projects, we strive through our extensive experience and up-to-date knowledge to create structures that are acceptable to investors and that enable our clients and transactional tax lawyers to efficiently enter and exit investments, both onshore and offshore.