Investment Funds / Trusts

How we help:
  • Assess objectives, investor profile, asset classes and distribution model;
  • Compare suitable fund, trust and holding structures across relevant jurisdictions;
  • Design governance, ownership, economics and decision-making arrangements;
  • Coordinate formation, regulatory analysis and service-provider onboarding;
  • Prepare or review constitutional, transactional and investor documentation.

We work with administrators, custodians, trustees, banks and other specialists to deliver an integrated and implementable structure.