Our practices
Investment Funds & Private Wealth
We advise fund sponsors, institutional investors, family offices and private clients on the structuring, governance and long-term management of capital.
Our Investment Funds & Private Wealth practice advises fund sponsors, asset managers, family offices, institutional investors, and high-net-worth individuals on the structuring, establishment, operation, and investment of funds and holding platforms. We have deep experience across the full spectrum of fund structures, including private equity, private credit, real assets, and alternative investment strategies, as well as bespoke vehicles designed for specific investor or asset profiles.
On the private wealth side, we advise families and entrepreneurs on structuring and governance solutions that address succession planning, asset protection, investment strategy, and cross-border considerations. Our strength lies in our ability to bridge fund structuring, corporate governance, tax efficiency, and regulatory compliance – offering clients integrated advice that reflects the full complexity of their investment and wealth objectives.
Areas of focus
Investment Funds
We guide clients through the formation, operation and evolution of alternative investment structures.
- RAIFs, SIFs, SICARs and Part II UCIs
- Standalone SCS and SCSp Structures
- AIFM and AIF Regulatory Matters
- Carried Interest Arrangements
- Co-Investment Structures
- Fund Governance and Investor Negotiations
Secondaries & Restructurings
We advise sponsors, managers and investors on liquidity solutions and complex fund restructurings.
- GP-Led Secondaries
- Continuation Vehicles
- Strip Sales
- LP Portfolio Transactions
- Tender Offers
- Fund Restructurings
Private Wealth
We assist entrepreneurs, family offices and international families with the preservation, governance and transmission of wealth.
- Holding and Asset Structuring
- Family Governance Frameworks
- Succession and Estate Planning
- Family Charters
- Cross-Border Relocations
- Family Office Structuring
Structures built to last.
Swale & Spark – Investment Funds & Private Wealth
Who we work with
- Fund Sponsors & Investment Managers
- Institutional Investors & Limited Partners
- Single & Multi-Family Offices
- Entrepreneurs & International Families
Practice partner
Walid Sharara
Investment Funds & Private Wealth
View profile →