Capital markets

Assisting in formulating investment strategies that align with business objectives and market opportunities by identifying target sectors, setting investment goals and creating a roadmap for achieving them

Conducting thorough evaluations of potential investment opportunities to identify risks, assess financial health and ensure compliance by analyzing market conditions, legal factors and operational structures to make decisions

Supporting the execution of investments by drafting agreements, coordinating with stakeholders and overseeing the closing process.
Providing ongoing monitoring to track investment performance, ensuring alignment with initial expectations and adjusting strategies

Supporting the execution of investments by drafting agreements, coordinating with stakeholders and overseeing the closing process.
Providing ongoing monitoring to track investment performance, ensuring alignment with initial expectations and adjusting strategiesIdentifying investment opportunities in high-growth potential companies.
Conducting comprehensive due diligence to assess risks and opportunities.
Structuring and negotiating equity investments and funding rounds.
Exit strategies, including IPOs, mergers, or acquisitions.

Legal, financial, and tax considerations in deal structures

Incorporating legal, financial, and tax considerations in deal structures.
Ensuring compliance with regulatory requirements.
Advising on mergers, acquisitions, joint ventures, and strategic alliances.
Facilitating clear documentation and agreements

Asset structuring in private wealth management and family offices refers and strategic organization and management of a family’s or individual’s assets to achieve financial goals, protect wealth, minimize risks, and optimize tax efficiency

Providing expertise in navigating international legal frameworks for cross-border investments and projects. Ensuring adherence to laws and regulations applicable to private equity and venture capital operations, including securities and investment laws.

Drafting and negotiating investment agreements, construction contracts, partnership agreements, and service-level agreements. Supporting PE and VC firms in structuring and executing exits, including IPOs, mergers, or secondary sales.

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Advising clients on the regulatory requirements of different jurisdictions to ensure their fund operations comply with local laws and international standards. Identifying relevant licenses, reporting obligations and regulatory approvals required for fund activities

Keeping clients informed about changes in financial regulations and ensuring their operations remain compliant with evolving laws.
Providing guidance on adapting to new regulatory requirements and mitigating risks associated with regulatory changes

Assisting with the structuring of funds to comply with both domestic and international regulatory frameworks. Providing advice on governance practices, risk management and investor protection to ensure the fund’s operations align with regulatory expectations

Developing and implementing a comprehensive compliance framework for funds, ensuring that all operational aspects adhere to applicable regulatory standards. Establishing policies and procedures for risk management, reporting, and regulatory adherence

Setting up systems to monitor ongoing compliance with regulations, ensuring that the fund consistently meets reporting requirements and identifies potential non-compliance issues.
Automating reporting processes and ensuring timely and accurate submissions to regulators

Designing and implementing internal controls to safeguard against financial, operational and regulatory risks. Providing guidance on risk assessment procedures and setting up mechanisms to detect and prevent noncompliance within fund operations

Assisting in choosing the most suitable fund vehicle, such as investment funds, private equity funds, mutual funds, or other investment structures, based on their investment strategy, investor profile and regulatory requirements

Advising on the licensing process required for operating the fund in specific jurisdictions. Assisting with obtaining the necessary licenses and regulatory approvals to ensure legal compliance and operational stability in the chosen market

Drafting, reviewing and finalizing the necessary fund documentation, such as offering memorandums, partnership agreements, subscription agreements and related documents, to establish the fund and comply with applicable legal and regulatory requirements

Navigate local and global regulatory frameworks, including securities laws, AML/KYC requirements, and taxation.
Ensure proper legal documentation and investor disclosures for tokenized funds.
Provide guidance on regulatory considerations across multiple jurisdictions.

Determine whether tokens qualify as securities under local and international regulations.
Structure token offerings to ensure compliance with relevant securities laws (e.g., SEC in the U.S., MiCA in the EU).

Advise on creating a legal framework for tokenized funds, including Limited Partnerships (LPs) or Special Purpose Vehicles (SPVs).
Develop governance models that align tokenized structures with investor rights and fund objectives.
Draftong legal documents such as Private Placement Memorandums (PPMs), Token Sale Agreements, and Investor Disclosures.

Outline the advantages, such as risk segregation (multi-cell) or diversified exposure (fund-of-funds).
Develop a roadmap for the fund setup, including operational models, investment strategies, and governance frameworks.

Highlight tax advantages, cost efficiencies, and risk management benefits specific to the chosen structure.
ssist in obtaining fund management licenses and regulatory approvals for the fund structure.

Determine regulatory categorization (e.g., private fund, hedge fund, UCITS) for multi-cell or fund-of-funds structures.
Design governance structures that ensure proper oversight of each cell or sub-fund in a multi-cell structure.

Helping individuals determine their tax residency status and ensure compliance with local and international tax laws. Providing advice on how to manage obligations effectively across multiple jurisdictions

Ensuring strategies to reduce tax liabilities legally by exploring deductions, exemptions, and credits available to individuals based on their income sources and personal circumstances

Advising on managing taxes related to investments, real estate, and other assets. Creating tailored plans to protect wealth while minimizing the tax obligations

Providing guidance on minimizing taxes related to buying, selling, or holding real estate properties. Advising on property tax obligations and identifying potential tax-saving opportunities

Helping to manage taxes on stocks, bonds, and other financial assets. Offering strategies to optimize tax efficiency when earning dividends or capital gains

Assisting in planning for the transfer of assets to heirs or beneficiaries. Offering solutions to reduce taxes on inheritances and gifts while ensuring compliance with legal requirements

Structuring transactions between group entities to reduce tax liabilities. Providing guidance on pricing strategies, profit allocation and cost-sharing agreements

Advising on how to organize group entities across different countries to take advantage of favorable tax treaties and regulations. Helping reduce exposure to double taxation and improve overall tax efficiency

Ensuring group transactions comply with international transfer pricing regulations. Preparing documentation and supporting materials to meet legal requirements and avoid penalties

Helping set up investment accounts or entities designed to reduce tax burdens. Recommending options like tax-advantaged accounts or offshore structures where appropriate

Creating strategies to manage taxes on income earned from dividends or interest. Offering advice on selecting investments that align with personal tax efficiency goals.

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