Our Lawyers’ are Always One Step Ahead.
Our lawyers’ ability to anticipate and respond to unique economic and regulatory changes relevant to investment funds is a key reason why fund sponsors, asset managers, institutional investors and government investors call upon Milbank's Tax Group for counsel on the tax aspects of investment funds. We advise some of the most prominent sponsors and investors on all aspects of domestic and cross-border investment funds, including private equity funds, hedge funds, real estate funds, distressed funds and funds-of-funds.
We provide complex and comprehensive advice on both the US and international tax issues and consequences of domestic, international and cross-border transactions. In the international and cross-border context, we provide great expertise in the evolving area of Subpart F and hybrid entity structures.
Service and expertise
The services we provide evolve and expand in anticipation of our clients' needs, changing laws and economic climate. Some of the services we provide on behalf of our investment fund clients include:
- Fund formation
- Development, negotiation and evaluation of investment structures, strategies and structuring
- Negotiation and evaluation of various M&A and exit transactions.
The tax attorneys on our Investment Funds team also offer expertise in the area of financial instruments, including complex derivative instruments frequently utilized by investment funds and evolving asset classes like life and litigation settlements. In connection with our representation of fund sponsors and asset managers, our team also specializes in the formation and operation of management entities and the establishment and maintenance of carried interest plans and other management compensation plans.