For managers raising from foreign and U.S. tax-exempt investors alongside U.S. taxable ones: a complete master-feeder structure — U.S. feeder, offshore feeder, and master fund — with all the U.S. structuring, documents, and compliance, for a single flat fee.
What “all-inclusive” means
One fee covers everything required to form your fund and get it ready to raise: the entities, the governance, the investor documents, and the compliance filings. You know the number before we begin — no hourly billing, no surprise invoices — so you can focus on your strategy and your investors.
What's included
Full master-feeder structure
The U.S. feeder, master fund, GP, and management entities, formed with EINs — and coordination of the offshore feeder (Cayman or BVI) with qualified offshore counsel.
Cross-border tax structuring
Blocker structuring, ECI/UBTI analysis, and the U.S. tax work that makes the structure function for every investor class.
Governance documents
Partnership / operating agreements for each vehicle, with fee, carry, high-water mark, and redemption terms; the investment management agreement.
Investor-facing documents
PPM, subscription and investor-certification documents, privacy policy, and funding instructions — built for a multi-investor-class raise.
Securities compliance
Reg D and Reg S framework, the 3(c)(1) vs. 3(c)(7) analysis, Form D, blue-sky filings, and review of your marketing materials.
Good to know: The flat fee covers all U.S. structuring and coordination. Offshore counsel fees and the offshore jurisdiction's registration/annual fees are paid to those providers and are not included. Other third-party costs (administrator, audit, tax) are also separate. Registration analysis (state IA / CFTC-NFA) included.
What happens after you get started
However you begin — booking a consult first, or engaging us right away — the path is the same: it starts with a real conversation about your fund.
1
A kick-off call about your fund
Once you're engaged, we schedule a dedicated kick-off call to talk through your fund in detail — your strategy, your investors, your terms, and any cross-border or structuring nuances. This is your time to go deep; we want to understand the fund before we build it.
2
Your own secure client portal
You get a private, branded portal just for you — your single home for documents, status, and filings. You'll always know exactly where things stand, and you'll share information securely in one place rather than scattered across email.
3
We build, draft, and file
We form the entities and obtain EINs, draft your documents (you review drafts in your portal as they progress), then finalize and make the filings — Form D and the applicable compliance filings — so you're ready to raise.
4
Direct access throughout
You work directly with the attorney doing the work — not handed off to staff. Questions along the way are part of the package, not an extra.
Booking a consult first? You're not committing to anything.
The consult is a free, no-obligation conversation to confirm the package fits your fund and answer your questions. If it's a fit and you decide to move forward, you sign the engagement and we go straight into the kick-off call above. Either way, you'll have talked through your fund with us before any work begins.
Two ways to get started
1
Book a free consult
Prefer to talk it through first? Book a complimentary call. We'll confirm the package fits your fund and answer your questions — no obligation.
Book a free consult
2
Engage & pay now
Ready to move? Engage us and pay securely online, and we'll send your welcome and kick-off scheduling right away.
Engage & pay now
Flat fee covers the legal services described above. Third-party costs (e.g., state filing fees, and where applicable offshore counsel, fund administration, audit, and tax preparation) are separate. This page is attorney advertising and general information only — not legal, tax, or investment advice — and does not create an attorney–client relationship, which arises only upon a signed engagement and conflicts clearance. Final scope and fee are confirmed in your engagement agreement.