White Papers

Feeder Funds & Master-Feeder Structures: Benefits for U.S. Based Fund Managers
Introduction Master-feeder structures offer U.S based asset managers a scalable, tax-aware solution to raise capital from international investors. These structures…

How Multi-Family Offices Benefit from Using Segregated Portfolio Companies (SPCs) in the Cayman Islands
Introduction Multi-family offices (MFOs) manage the diverse and often complex financial interests of multiple high-net-worth families. These interests typically…

Segregated Portfolio Companies Explained for Multi-Household Family Offices
If you are part of a family office managing wealth across a multi-household family office, you have likely faced this challenge; how do you pool resources for operational…

A Guide for Family Offices Setting Up a Private Fund in Cayman Islands
Introduction The Cayman Islands continues to be one of the most prominent jurisdictions for establishing private funds. Its appeal lies in a combination of legal…

What You Need to Know Before Starting a Fund: Key Steps in Fund Formation
Introduction to Fund Formation Setting up an investment fund requires critical decisions across regulatory frameworks, structural options, and day-to-day operations,…

Securitisation Essentials: Unlocking Illiquid Assets
Introduction The financial world has evolved dramatically with mechanisms to convert illiquid assets into tradable securities. Through securitisation, fund managers,…
Simplify complexity
Trusted by boutique firms and family offices to streamline, structure and scale operations.