Fund Formation

We help institutional investors and fund sponsors manage their operations and strategies in today’s global, fast-paced economy and ever-changing regulatory landscape.

Our approach

We maintain one of the leading investor-side private funds practices in the world, with a tremendous depth of experience in advising institutional investors.

Representing a broad array of both investors and sponsors gives us the perspective to understand the concerns of clients on both sides of the table.  Our experience helps clients appreciate the practical aspects of organizing and operating a fund while taking into account market conditions and the relative bargaining power of the parties involved.

We also focus closely on regulatory considerations and are able to share insights derived from constant interaction with industry players. We regularly counsel our institutional investor clients in connection with the key issues affecting their investments in private equity, real estate and hedge funds.

We assist with:

  • Fund formation and management issues
  • ERISA regulations for pension funds and qualified retirement or governmental plans
  • The unique needs of tax-sensitive investors
  • Unrelated business income
  • Effectively connected income
  • Commercial activities income
  • Issues that impact our U.S. clients investing abroad

We work with

  • Institutional investors
  • Fund sponsors and their funds
  • Secondary purchasers and sellers
  • High-net-worth individuals
  • Tax-sensitive investors including tax-exempt organizations and non-U.S. investors
  • Placement agents

Perspectives from Private-Equity Attorneys

The Wall Street Journal’s Private Equity Analyst magazine | October 01, 2020

Boston Corporate partner Kari Harris is featured in this article for her outlook on the private-equity industry, discussing the regulatory issue she sees having the biggest impact over the next year and which fund terms have been garnering the most attention amid the pandemic.

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