Fund Formation & Structuring

Building Strong Foundations for Private Equity, Venture Capital, and Investment Funds

Successful investment funds start with the right legal structure. At Borderless Lawyers, we provide expert guidance on fund formation and structuring designed to meet your strategic, regulatory, and tax needs. Whether launching a new private equity fund, VC vehicle, or alternative investment fund, we help you create robust frameworks that attract investors, optimize compliance, and facilitate growth.

Operating across key jurisdictions including Spain, Portugal, Greece, the USA, China, South Africa, and offshore financial centers, we offer global expertise combined with local insight for cross-border fund structuring.


βœ… What We Offer: Fund Formation & Structuring

🏒 Fund Vehicle Selection & Setup

  • Advising on the optimal fund structure: limited partnerships, corporate vehicles, trusts, or hybrids

  • Formation and registration of fund entities in preferred jurisdictions

  • Designing SPVs and feeder funds to support portfolio investments and investor requirements

βš–οΈ Legal & Regulatory Compliance

  • Navigating securities regulations, fund registration, and licensing obligations

  • Compliance with AML/KYC and investor protection frameworks

  • Structuring funds to comply with AIFMD, SEC regulations, and local laws

πŸ’° Tax Planning & Efficiency

  • Structuring for tax transparency, treaty benefits, and investor tax optimization

  • Cross-border tax planning for fund operations and distributions

  • Addressing VAT, withholding tax, and other indirect tax implications

🀝 Fund Governance & Documentation

  • Drafting and negotiating partnership agreements, subscription agreements, and side letters

  • Establishing clear governance frameworks, investor rights, and decision-making processes

  • Support for capital calls, distributions, and exit provisions


🌍 Jurisdictions We Serve

πŸ‡ͺπŸ‡Έ Spain – Private equity fund and alternative investment fund formation
πŸ‡΅πŸ‡Ή Portugal – Structuring tax-efficient funds benefiting from NHR regime
πŸ‡¬πŸ‡· Greece – Investment fund formation and regulatory compliance
πŸ‡ΊπŸ‡Έ USA – Delaware limited partnerships, venture funds, and multi-state registration
πŸ‡¨πŸ‡³ China – Regulatory approval and fund structuring for outbound and inbound investments
πŸ‡ΏπŸ‡¦ South Africa – Fund formation with BEE compliance and cross-border tax planning
🏝️ Offshore – Cayman Islands, BVI, Luxembourg fund vehicles for global investors


πŸ›  How We Work

🧩 1. Fund Structuring Strategy

We assess your investment goals, investor base, and jurisdictions to design tailored fund structures.

πŸ“ 2. Legal Formation & Documentation

We prepare and file all formation documents and draft comprehensive fund agreements.

βš–οΈ 3. Compliance & Regulatory Filings

We handle registration, licensing, and ongoing compliance with relevant authorities.

πŸ” 4. Ongoing Advisory & Support

We provide continued legal, tax, and regulatory support for fund operations and transactions.


πŸ‘₯ Who We Help

πŸ’Ό Fund managers launching private equity, venture capital, or alternative investment funds
🏒 Institutional investors seeking structured fund vehicles
πŸš€ Venture capitalists designing scalable fund platforms
πŸ“Š Family offices establishing dedicated investment funds
βš–οΈ Legal teams requiring cross-border fund formation expertise


βœ… Why Choose Borderless Lawyers?

🌐 Extensive fund formation expertise across multiple jurisdictions
πŸ“œ End-to-end support from initial structure to ongoing compliance
βš–οΈ Experienced in complex regulatory and tax environments
🀝 Partnered approach aligning legal structure with your investment strategy
πŸ”’ Confidential, precise, and timely legal service


πŸ“ž Form Your Investment Fund with Confidence

Ready to launch or restructure your investment fund? Contact Borderless Lawyers to ensure your fund is legally sound, tax-efficient, and compliant globally.

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