When your advisers can only take you so far

If you represent a hedge fund, an open or closed ended fund, you may have found yourself struggling to fit all the pieces of the tax puzzle together.

Your goal is to minimise tax leakage and maximise internal rates of return, but when each investment and jurisdiction differs so wildly, it’s not always that easy to achieve.

How do you know which jurisdiction or structure is best?

How do you structure your performance and management fees?

What are the tax implications of listing on a public exchange?

With so few firms having the necessary expertise to handle tax on a truly international level, many of our clients have faced the same challenges.

Our response is always to start with a top-down end to end approach, paying particular attention to the investor profile and asset class, structuring each investment accordingly.

We handle all the implementation too. Drafting key fund documents and contracts. Leaving no stone unturned and nothing to chance.

We can help you with:

  • Set up and structuring of fund entities
  • Carry and management fees
  • Structuring target investments

We advise amongst others: PE houses, hedge funds, quant funds, euro debt fund and crypto funds

If your advisory team would benefit from in-depth international tax expertise, please talk to us to find out more about what we can bring to your fund.

 

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Talk to an expert on International Investment Funds

Andrew Murray

Andrew is a co-founder of Milestone. He was previously employed by a major US investment bank where he specialised in the development of tax structured and tax enhanced derivative products and solutions.

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