Investors
Personal
A number of protective steps can be taken to preserve your personal situation, and there are also unexpected opportunities to make tax savings on investments as a result of the current conditions. Our team is well positioned to advise you on maximizing your personal investments. We can also advise on appropriate risk management and crisis management processes.
Institutional and family offices
The increased complexity of investments and investment structures demands sophisticated tax planning advice, which invariably cannot be provided without a precise understanding of the nature of the investments in question. This is true for individual investors, fiduciaries investing for trusts, other wealth holding vehicles, and family offices investing on a pooled basis.
We can advise on the most appropriate vehicle and jurisdiction and create funds for individual investors, or investor groups, as well as devise structures for funds aimed at international distribution to both private and institutional investors.
Litigation and dispute resolution
Our litigation team draws upon a depth of experience in developing strategic action plans for enforcing investors' rights. For those investors who have direct investments with failed broker-dealers, members of our US litigation team can assist you in completing the forms necessary to perfect statutory remedies under the Securities Investors Protection Act.
