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.


✅ 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

⚖️ 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

💰 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

🇪🇸 Spain – Private equity fund and alternative investment fund formation
🇵🇹 Portugal – Structuring tax-efficient funds benefiting from NHR regime
🇬🇷 Greece – Investment fund formation and regulatory compliance
🇺🇸 USA – Delaware limited partnerships, venture funds, and multi-state registration
🇨🇳 China – Regulatory approval and fund structuring for outbound and inbound investments
🇿🇦 South Africa – Fund formation with BEE compliance and cross-border tax planning
🏝️ Offshore – Cayman Islands, BVI, Luxembourg fund vehicles for global investors


🛠 How We Work

🧩 1. Fund Structuring Strategy

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

📝 2. Legal Formation & Documentation

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

⚖️ 3. Compliance & Regulatory Filings

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

🔍 4. Ongoing Advisory & Support

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


👥 Who We Help

💼 Fund managers launching private equity, venture capital, or alternative investment funds
🏢 Institutional investors seeking structured fund vehicles
🚀 Venture capitalists designing scalable fund platforms
📊 Family offices establishing dedicated investment funds
⚖️ Legal teams requiring cross-border fund formation expertise


✅ Why Choose Borderless Lawyers?

🌐 Extensive fund formation expertise across multiple jurisdictions
📜 End-to-end support from initial structure to ongoing compliance
⚖️ Experienced in complex regulatory and tax environments
🤝 Partnered approach aligning legal structure with your investment strategy
🔒 Confidential, precise, and timely legal service


📞 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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