Holistic

Fund Setup for a Family Office

A multi-family office looking to establish a new investment fund targeting high-net-worth individuals interested in real estate.

Challenge

The client needed expert guidance to navigate complex international regulatory environments and property laws to develop a robust strategy that would attract investors while ensuring compliance with all legal requirements.

Our Solution

We worked closely with the client to understand their goals and the specific requirements of their target market. Our team provided comprehensive advisory services covering market analysis, regulatory compliance, and strategic planning.

Outcome

The client successfully launched their new investment fund, attracting significant interest from high-net-worth individuals. Our advisory services ensured that the fund was compliant with all regulatory requirements and well-positioned in the market, resulting in a smooth launch and strong initial performance.

Key Deliverables

1

Detailed market analysis report

2

Regulatory compliance advisory

3

Fund structure development and prospectus creation

4

Strategic planning and marketing strategy

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