Capabilities

Regulatory advice, fund formation, and transactional matters

Full-service wealth advisory firm
2008 - Ongoing

Our attorneys represent a full-service wealth advisory firm in providing regulatory advice related to the Investment Advisers Act, the Commodity Exchange Act, anti-money laundering and ERISA, formation of a complex of proprietary domestic and offshore funds, structuring and governing documentation, investment management agreements, and merger and acquisition matters.

Email Disclaimer