Fund Formation & Structuring
We design and implement private investment vehicles that align with your strategy, governance, investor profile, and tax considerations with scalable documentation and a streamlined path to launch.
How We Help
Limited Partnerships (GP/LP)
- Formation of GP entities and fund LPs
- Limited Partnership Agreements, side letters, waterfalls, and carried interest mechanics
- Subscription packages, closings, and ongoing admission procedures
- Cross-border parallel/feeder structures for U.S. and Canadian investors
Real Estate Investment Trusts (REITs)
- REIT structuring and drafting declarations of trust
- Offering memoranda and private placement disclosure for exempt market capital raises
- Property holding structures, joint ventures, and manager governance frameworks
- Investor disclosure and NI 45-106 compliance, including exempt market dealer coordination
Mutual Fund Trusts (MFTs)
- Trust structuring, Income Tax Act MFT qualification analysis, and drafting declarations of trust
- Valuation methodology, liquidity structures, and redemption framework design
- Offering memoranda and private placement disclosure for exempt market capital raises
- Investor disclosure and NI 45-106 compliance, including exempt market dealer coordination
Mortgage Investment Corporations (MICs)
- Incorporation, share architecture, and distribution policies
- OM preparation tailored to mortgage credit strategies
- Servicing/administration arrangements and related-party oversight
- Compliance frameworks aligned with regulator guidance
- MIC Income Tax Act qualification analysis
Management Company Structuring
- Formation and governance of manager/advisor entities
- Management agreements, carry arrangements, and profit-share models
- NI 31-103 registration analysis and exemptions
- Multi-entity ownership/control and operating structures
Typical Clients: Real estate sponsors, private equity and credit managers, venture funds, family offices, and multi-fund platforms.
