Investment Vehicles Lawyers
PBL Law Group is the leading law firm for structuring sophisticated investment vehicles to grow & protect your capital across generations.
- Limited Partnership (LP) Structuring
- Private Fund Formation & Advisory
- Family Investment Company (FIC) Design
- Cross-Border Co-Investment Platforms
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Who Our Investment Vehicles Lawyers Help
Single Family Offices
We structure institutional-grade LPs, funds & structures for your direct & co-investment activities.
Entrepreneurs & Angel Investors
We create formal LPs or funds to professionally & efficiently deploy your personal investment capital.
Multi-Generational Families
We design FICs to pool capital, govern investments & manage generational wealth.
Co-Investment Groups
We create bespoke LPs to structure your joint ventures with institutional-grade governance & security.
Private Fund Sponsors
We design the complete legal & regulatory architecture to successfully launch & manage your private fund.
End-to-End Investment Vehicles Services
LP & GP Structuring
We design institutional-grade Limited Partnership (LP) & General Partner (GP) structures for your direct & co-investment activities.
Private Fund Formation
We design the complete legal & regulatory architecture to successfully launch & manage your private fund.
Family Investment Companies
We create bespoke FICs to professionally pool, manage & deploy your family’s investment capital across generations.
Governance & Agreements
We draft the critical agreements (LPAs, Shareholder Agreements) that define governance, protect rights & ensure alignment.
Investment Tax Structuring
We advise on the optimal jurisdiction & structure for maximum cross-border tax efficiency on your investment returns.
Co-Investment Platforms
We establish formal platforms to efficiently co-invest with UHNW peers on a deal-by-deal basis.
Real 5-Star Client Reviews
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Our Investment Vehicles Advisory Process
1
Mandate & Architecture
We define your investment mandate & design the optimal legal architecture (LP, FIC, Fund) to achieve your goals.
2
Jurisdiction & Tax Strategy
We select the premier jurisdiction & design a tax-efficient structure to maximise your investment returns.
3
Documentation & Governance
We draft all critical legal agreements (LPA, SHA) that define governance, protect your rights & ensure alignment.
4
Formation & Activation
We manage the complete formation & regulatory approval process to formally launch your investment vehicle.
Investment Grade Structures Demand Expert Architects
Standard legal advice fails to integrate the tax, commercial & governance expertise required to build a professional investment vehicle. This creates structural flaws that expose your capital to risk & inefficiency.
PBL Law Group provides the complete, multi-disciplinary counsel of a premier institutional advisor. Our team—led by Raea Khan, Mark Lea, George Halikiotis, & Anthony Watson—unites elite expertise in legacy architecture, trust law, commercial transactions & tax strategy to engineer sophisticated, resilient & tax-efficient vehicles that protect & grow your capital for generations.
Speak to Our Investment Vehicles Lawyers Now
We will call you within 24 hours.
Why Choose Our Investment Vehicles Lawyers
1
Multi-Disciplinary Counsel
We integrate elite tax, commercial & legacy advice to engineer a single, robust investment vehicle with no structural weaknesses.
2
Elite Tax Structuring
Our top-tier tax counsel designs your vehicle for maximum tax efficiency, preserving your returns from unnecessary erosion.
3
Commercially Robust
Our commercially focused advice ensures your vehicle is structured for successful transactions, capital raising & real-world disputes.
4
Generational Architecture
We design your investment vehicle from the ground up, protecting your family’s capital for generations.
Visit Our Private Client Lawyers
We provide expert private client advice internationally. Meet with our team at our CBD offices in Singapore or Sydney.
Speak to Our Investment & Growth Structures Lawyers Now
We will call you within 24 hours.
Capital at Risk
Investing hard-won capital on an ad-hoc basis leaves it dangerously exposed. Your personal wealth is vulnerable to the liabilities of each deal, while tax inefficiencies silently erode your returns.
PBL Law Group structures your capital into a formal LP or fund. We create a legal shield between you & your investments, delivering the institutional discipline required to protect & scale your wealth.
When Family & Capital Collide
When families invest together without formal rules, conflict is inevitable. This dynamic poisons family harmony & paralyses the stewardship of your wealth, leaving a legacy of disputes, not prosperity.
We design a Family Investment Company (FIC). This provides a unifying legal framework & a clear charter for governance, ensuring your legacy is one of professional stewardship, not family conflict.
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We will call you within 24 hours.
When Trust Isn't Enough
Co-investing with peers based on trust alone is a high-risk gamble. When a deal falters, ambiguity over rights & exits leads to disputes that have a catastrophic financial & personal cost.
We structure your co-investments through a bespoke Limited Partnership. The LPA we draft provides institutional-grade certainty, protecting your capital & your key relationships from disputes.
The Silent Wealth Killer
Using a suboptimal legal structure creates a permanent tax leak in your portfolio. This preventable loss silently erodes returns, creating a permanent drag on the growth of your family’s legacy.
Our elite tax counsel designs your vehicle for maximum tax efficiency. We select the optimal jurisdiction & structure to legally protect your returns, powering the long-term compounding of your family’s capital.
Speak to Our Investment & Growth Structures Attorneys Now
We will call you within 24 hours.
FAQs for Investment Vehicles
What is a Limited Partnership (LP)?
An LP is a formal legal structure used by investors to pool capital. It consists of a General Partner (GP), who manages the investments, & Limited Partners (LPs), who are passive investors with liability limited to their investment.
What is a Family Investment Company (FIC)?
An FIC is a private company established by a family to hold, manage & grow its collective investment assets. It is a powerful tool for professionalising wealth management & transferring value to the next generation in a tax-efficient manner.
What is the difference between an LP & an FIC?
An LP is typically used for specific, time-bound investment strategies with external or internal managers. An FIC is a more permanent, holistic structure designed for the long-term stewardship of a single family’s entire investment portfolio.
What is a Limited Partnership Agreement (LPA)?
The LPA is the critical legal document that governs the entire operation of an LP. It defines the rights & obligations of the GP & LPs, covering governance, capital calls, distributions & exit rights.
Why is a professionally drafted LPA so important?
A professionally drafted LPA is the single most important element in protecting your capital. It prevents disputes by creating institutional-grade clarity on all critical issues before a single dollar is invested.
How do these vehicles protect my personal assets?
They create a formal legal separation between you & the investments. If an investment fails or is sued, the liability is contained within the vehicle, shielding your other personal assets from creditors.
What are the primary tax advantages?
The primary advantage is tax efficiency. A properly structured vehicle in the correct jurisdiction allows investment returns to flow through to investors in a way that legally minimises tax leakage.
When should a family consider creating an FIC?
A family should consider an FIC when their collective assets become significant enough that informal management is a risk. It is also a critical tool when planning for the transfer of wealth to the next generation.
How does an FIC help with succession planning?
An FIC allows you to transfer economic value to the next generation via non-voting shares, while you retain control through voting shares. This is a highly effective & tax-efficient way to manage intergenerational wealth transfer.
What is a "private fund"?
A private fund is a formal investment vehicle, typically structured as an LP, that is not publicly offered. It is the standard structure for venture capital, private equity & other sophisticated investment strategies.
How long does it take to form an LP or FIC?
The timeline varies based on complexity, but a typical process can take 2-4 months. This includes the strategic design, jurisdiction selection, drafting of all legal agreements & formal registration.
What is the role of a General Partner (GP)?
The GP is the active manager of the partnership. They are responsible for sourcing deals, managing the investments & making all operational decisions, and they have unlimited liability for the partnership’s debts.
How are investment returns distributed?
Returns are distributed to partners according to a “waterfall” structure defined in the LPA. This dictates the order & proportion of payments between the LPs & the GP.
What is "carried interest"?
Carried interest is the GP’s share of the investment profits. It is a performance fee that aligns the GP’s interests with the success of the Limited Partners.
Why is expert legal counsel essential for this?
Structuring an investment vehicle is the creation of a private financial institution. Expert legal counsel from a firm like PBL Law Group is essential to engineer a structure that is legally robust, tax-efficient & commercially sound.
How Our International Private Client Lawyers Can Assist You
Cross‑Border Tax & Residency
We architect & defend your optimal global tax & residency strategy, turning complexity into a powerful strategic advantage.
Wealth Protection & Privacy
We engineer multi-layered legal fortresses to shield your wealth & privacy from the complex risks of a transparent world.
Investment & Growth Structures
We structure the institutional-grade architecture to professionally deploy, manage & grow your private capital.
Global Mobility & International Residency
We develop the legal & operational framework for a life of global freedom, built on a foundation of absolute security.
International Estate Planning & Legacy
We architect the legal framework to protect your family, business & wealth across borders & generations.
Family Office for UHNWI
We provide the elite counsel to transform your wealth from a collection of assets into an enduring family enterprise.
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