Private Equity and Hedge Funds

Private equity and hedge fund sponsors turn to WilmerHale for advice on complex issues relating to the design and operation of tax-efficient structures for their funds and their funds’ investments.

We advise investment fund sponsors concerning optimal off-shore and on-shore structures for their funds and investments, including the tax consequences for US and non-US investors of holding and disposing of their investment in such funds, tax treatment of the funds under US and non-US tax regimes, and tax considerations relevant to investments to be made by such funds.

People

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Richard E. Andersen Partner +1 212 295 6827 (t) richard.andersen@wilmerhale.com	Robert D. Burke Partner +1 617 526 6470 (t) robert.burke@wilmerhale.com
A. William Caporizzo Partner +1 617 526 6411 (t) william.caporizzo@wilmerhale.com	R. Scott Kilgore Partner +1 202 663 6116 (t) scott.kilgore@wilmerhale.com
Amy A. Null Partner +1 617 526 6541 (t) amy.null@wilmerhale.com	Julie Hogan Rodgers Partner +1 617 526 6543 (t) julie.rodgers@wilmerhale.com
Matthew Schnall Partner +1 617 526 6892 (t) matt.schnall@wilmerhale.com	Kimberly B. Wethly Partner +1 617 526 6481 (t) kim.wethly@wilmerhale.com
Roger M. Ritt Senior Counsel +1 617 526 6475 (t) roger.ritt@wilmerhale.com	Barbara L. Kirschten Special Counsel +1 202 663 6290 (t) barbara.kirschten@wilmerhale.com

Experience

In recent projects, we have:

advised fund managers in the structuring and preparation of offshore funds;
represented a fund-of-funds in connection with its investments in several funds offering access to diversified private capital portfolios;
advised fund managers on methods for financing their investments in their funds using “before-tax” dollars;
assisted funds in connection with equity investments in technology and healthcare companies;
specially designed “alternative investment vehicles” to allow funds to invest in LLCs without subjecting their tax-exempt and non-US investors to adverse US tax consequences;
structured a private equity fund’s debt and equity investment in offshore enterprises; and
advised fund managers regarding methods for admitting new participants to their general partners using tax efficient “profits interests.”

Publications & News

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May 19, 2015	WilmerHale Practices, Lawyers Ranked Among Nation’s Best by Chambers USA Chambers USA: America's Leading Lawyers for Business announced its final rankings for the 2015 edition, with WilmerHale ranking among the nation's best in 46 practice area categories. Chambers also ranked 86 WilmerHale attorneys as leaders in their respective fields.
May 1, 2015	SEC Adopts Rules to Implement Regulation A+, Providing New Avenue for Capital Formation On March 25, 2015, the Securities and Exchange Commission adopted amendments to Regulation A pursuant to Section 401 of the Jumpstart Our Business Startups Act for offers and sales of up to $50 million of securities annually. Regulation A+ creates two tiers of offerings that are exempt from registration under the Securities Act of 1933.
November 4, 2014	U.S. News – Best Lawyers® Release 2015 “Best Law Firms” List, Names WilmerHale International Arbitration “Law Firm of the Year” The 2015 U.S. News - Best Lawyers® "Best Law Firms" list includes WilmerHale being named a first-tier law firm in 24 national and 62 metro-area rankings. In addition, the firm boasts more than 20 second- and third-tier rankings in several national and metro-area rankings.
November 1, 2013	WilmerHale Among U.S. News – Best Lawyers® “Best Law Firms” and Again Named International Arbitration “Law Firm of the Year” The 2014 edition of the U.S. News – Best Lawyers® “Best Law Firms” list names WilmerHale as “Law Firm of the Year” in International Arbitration—this is the second consecutive year that the firm has won this honor—and honors WilmerHale as a first-tier law firm in 27 national and 60 metro-area rankings.
June 7, 2012	Chambers USA 2012 Final Results Announced
June 6, 2012	FBAR Deadline is June 29, 2012; IRS Form 8938 May Also Be Required
July 18, 2011	Commodity Futures Trading Commission Clarifies Which Provisions of the Dodd-Frank Act are Now Effective; Delays Effective Date of Others
June 17, 2011	Extension of FBAR Deadline for Employees of Registered Investment Advisors Until June 30, 2012
June 16, 2011	Extension of FBAR Deadline for Certain Filers Until November 1, 2011
June 2, 2011	IRS and FinCEN Extend FBAR Filing Deadline for Certain Officers and Employees with Signature Authority Only

Events

November 16, 2016	New England State and Local Tax Forum	Newton, Massachusetts
December 11, 2015	Are Your Tax Documents Protected? The State of Work Product and Other Privileges	Needham, Massachusetts
November 15, 2013	The American Taxpayer Relief Act: Planning Opportunities and Pitfalls	Boston, Massachusetts
September 26-27, 2013	Biotechnology Industry Organization General Counsels' Committee Conference	Washington, DC

Departments

In every area of practice, WilmerHale brings the insight, dedication to excellence, and commitment to client service needed for our clients to achieve their business objectives. Our five-department structure and team approach to service enable us to provide the highest level of responsiveness and access to lawyers with the most appropriate experience.