Family Offices and Investor Services

Cohen Legal Practice draws on over twenty years’ experience in applying the knowledge developed in the private funds and asset management arena to advise family offices as well as institutional and individual investors.

Family Offices and Investor Services

Cohen Legal Practice draws on over twenty years’ experience in applying the knowledge developed in the private funds and asset management arena to advise family offices as well as institutional and individual investors.

We assist entity, institutional and individual investors with the often-daunting task of reviewing and understanding investment materials such as Private Placement Memoranda and Partnership Agreements. We conduct not only general reviews but also advise on any off-market investment terms, negotiate side letters and assist with completing Subscription Agreements. For investors seeking to retain an investment adviser, we represent clients in Investment Management Agreement negotiations and advise on the due diligence process.

Services

Reviewing investment materials of private equity funds and hedge funds for any off-market investment terms

Negotiating side letters

Assisting with completing subscription/participation agreements

Negotiating investment management agreements

Conducting due diligence on investment advisers

Preparing transfer agreements

Asset Managers and Private Funds

We advise established and emerging asset managers and private funds on a multitude of legal, regulatory and compliance matters such as fund formation, investment adviser registration and marketing considerations. In addition to serving as outside counsel, we also supplement stretched in-house legal departments to make businesses run more smoothly.
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General Corporate and Business Law

We advise businesses of all sizes and in assorted industries on day-to-day legal, governance and compliance matters. We consider our clients’ business goals side-by-side with the legal and practical implications. Our experience includes drafting terms of service agreements, operating agreements and independent contractor/consulting agreements.
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We can help meet your legal needs