We offer an integrated advise covering both tax, corporate and supervisory issues within the scope of closed-end and open-end funds. Besides private equity funds and property funds, we also have structured commercial funds and raw material investment funds. We have a special focus on innovative tax optimised (cross-border) funds structuring. Thereby we always emphasise a simple and cost-efficient implementation of fund concepts. Our economically qualified professionals also give advice concerning the selection of sales persons and trustees as well as the investor friendly presentation of the participation concept.

Our services:

• legal and fiscal conception
• drafting of company agreements and trust agreements
• preparation and assistance in company general meetings
• drafting of legal and tax chapters in sales prospectus
• inspection of sales documentation
• tax opinions
• opinions according to the IDW S4-standard (in collaboration with certified accountants)
• handling/exit of fund products
• tax optimisation of fund products
• transformation /merger of funds
• approval process with the Federal Financial Supervisory Authority
• filing of applications according to the German Securities Prospectus Act and the Banking Act (KWG)