FUNDS AND TRUSTS FOR HIGH-NET WORTH INDIVIDUALS
We advise funds and investors throughout the entire fund life cycle. Our clients have ranged from start-ups to investment managers with sizeable assets under management, and we are also retained by high-net worth investors.
Our funds practices mainly cover the following:
- Fund formation - Selection of fund vehicle, fund structure (with particular focus on limited partnership funds in Hong Kong) and preparation of investment management agreement/partnership agreement
- Capital raising - Preparation and negotiation of private placement memoranda, subscription agreements and side letters
- Establishment of asset management asset arm - Incorporation of manager, licensing applications to the SFC and preparation and negotiation of agreements between key principals and shareholder agreements
We also work closely with tax advisers and professional trustees of different jurisdictions in establishment of family trusts for high-net worth individuals in support of their wealth management and succession.