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We support clients with deep investment and regulatory experience who require highly tailored private fund structures.
The FAQs below address common technical and operational considerations, from structuring and tax treatment to NAV reporting and investor governance - that families and advisers raise when establishing or managing a private family fund. For further details or confidential advice, our team is available to assist.
We advise on vehicles such as limited partnerships, private investment companies, or unit trusts based on your objectives, investor eligibility, regulatory needs, and tax profile.
NAVs are calculated using agreed methodologies (e.g. fair market value), with valuations supported by custodian data or investment manager inputs, and presented via custom investor reports.
Yes, we frequently create multi-class structures that allow for differentiated rights, liquidity terms, or economic participation, tailored to family branches or generational tiers.
We help implement tailored governance such as advisory boards, independent directors, or family councils to align oversight with the fund’s mandate and succession goals.
We apply exemptions or light-touch regimes where possible, manage AML/KYC onboarding discreetly, and use jurisdiction-specific structures that minimise disclosure while remaining compliant.
We manage all investor registry functions, issue capital calls and distributions according to agreed schedules, and provide regular reporting with secure access for authorised family members.
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