Private Investment Funds

Private Investment Funds

Few firms offer the breadth of practice that we bring to private fund managers and investors. We understand the issues specific to different types of funds and offer advice that comes from a wealth of experience across industries and global markets. Our lawyers work in all the key industries, including, real estate, venture capital, private equity, infrastructure, natural resources and hedge funds, raising funds worldwide that range from less than $10 million to $25 billion. And with the breakneck pace of technology disrupting industries around the world, we have a team that is equally proficient in advising the innovators and the investors across the private equity, technology, healthcare and life sciences sectors. We partner with clients to embrace the promise and potential of innovation to make a lasting impact.

The depth and breadth of our experience allows us to provide our clients with the most current market terms for their industry as well as access to cutting-edge developments across industries. We handle every stage in the life cycle, and we provide fund managers with the sophisticated level of counsel required for forming, advising and operating private investment funds. Within fund formation, we take a creative approach, starting with not only the specific objectives of a particular fund but also an assessment of how the fund fits within the client’s broader business goals. We then help fund managers determine the best structure and terms to achieve those goals.

As part of our strategic fund advising process, we counsel fund managers and investors on market terms and conditions and provide a wide range of legal expertise. Clients rely on us for:

  • Innovative tax planning and fund structures
  • State-of-the-art documentation
  • Securities law expertise
  • Ongoing compliance programs
  • Profit sharing and other compensation plans
  • Investment Advisers Act and Investment Company Act compliance
  • Banking and other financial services expertise

We are known for creating innovative fund structures that accomplish client goals and meet the unique tax, regulatory and other requirements.  Our private fund experts work with interdisciplinary teams to provide counsel at every stage of a fund, drawing on the collective knowledge and experience of our firm’s tax, securities, ERISA, banking and other financial services practices.

 

In den vergangenen Jahren haben fondsgebundene Investments immer stärker an Bedeutung gewonnen. Für Investoren bieten sie verschiedene Vorteile. So ermöglichen sie es beispielsweise, gemeinsam größere Investitionen zu tätigen und so Zugang zu Deals zu erhalten, die für einzelne Kapitalmarktteilnehmer sonst eventuell nicht umsetzbar wären. Zudem können Anlagen über Private Investment Funds (PIF) für Investoren steuerliche Gestaltungsmöglichkeiten bieten, die bei Direktanlagen nicht umsetzbar sind.

Bei Goodwin können unsere Mandanten im Bereich PIF auf die Expertise von mehr als 140 erfahrenen Anwälten weltweit zurückgreifen. Damit verfügen wir über eines der größten PIF-Teams am Markt, das außerdem durch die spezifischen Kenntnisse und Kompetenzen unserer Anwälte im Gesellschafts-, Finanz-, Steuer- und Immobilienwirtschaftsrecht unterstützt wird. Dank unserer internationalen Aufstellung können wir unsere Mandanten zu Fragen sowohl der europäischen und deutschen Regulierung durch AIFMD (EU - Alternative Investment Fund Management Directive) und KAGB als auch zum US-amerikanischen Investment Advisers Act 1940 sowie dem ERISA-Gesetz (Employee Retirement Income Security Act) und weiteren für unsere Mandanten relevanten regulatorischen Bereichen umfassend beraten.

News

Contacts

Professional Photo View Bio

Mandee R. Gruen

Co-Chair, Private Investment Funds
Partner
Professional Photo View Bio

Michael R. Halford

Co-Chair, Private Investment Funds
Partner
Professional Photo View Bio

Paul J. Verbesey

Co-Chair, Private Investment Funds
Partner
Meet the Team