We design and structure the vehicle. You and your advisers decide what goes in it.
We work with founders and families to design and establish investment funds and the structures around them, then coordinate the lawyers, administrators and service providers who bring them to life. We build the vehicle. We do not manage the money or market the fund.
How a mandate takes shape
Fund structuring is not a template exercise. A clear sequence separates strategic choices from documentation and service-provider execution.
Frame the mandate around strategy, assets, investor profile and decision rights.
Compare vehicles and jurisdictions with the client’s appointed legal and tax advisers.
Coordinate formation, governance documentation, administration, audit, banking and custody workstreams.
Hand over a clear operating map for the people responsible for launch and ongoing oversight.
Choosing the right vehicle and domicile for the strategy, the investors and the assets, built to hold up over time.
Standing up the fund and coordinating the lawyers, administrators, auditors and banks that operate it.
Hedge funds, private equity, real estate and commodities, structured to fit the mandate rather than a template.
No. We coordinate the structuring work alongside the client’s appointed legal, tax and regulated advisers. Those advisers provide their own advice and approvals.
It can cover vehicle design, project governance, a formation workplan and service-provider coordination. The precise scope is confirmed case by case.
Yes. The approach can be adapted to private equity, real estate, commodities or hedge-fund strategies, subject to the strategy and the appropriate advisers.