Leading through change so you can seize what’s next
Global structuring tax for financial services
Unlock global growth through a connected tax strategy
Financial services organizations operate in a rapidly shifting environment shaped by accelerated business transformation, rising global tax cost and increasing regulatory complexity. Aligning tax strategy with broader business goals can serve as a lever to unlock capital, speed up cross-border decision-making and build future-ready operating models that keep pace with change.
We offer tailored global tax advisory services across the financial services sectors including private equity, asset and wealth management firms, banking and capital markets, insurance, and real estate. Combining deep industry experience with a strong understanding of international tax trends and emerging technologies, we help you address global tax risk, improve after-tax returns, and anticipate regulatory change - so you can navigate complexity with clarity and move your business forward.
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Global tax solutions focused on your business
- Fund lifecycle structuring: inception through exit
- Deals: new investments diligence, structuring, and portfolio company consulting
- Fund and investment operational support
- Specialized capabilities
Fund lifecycle structuring: inception through exit
We advise asset managers and sponsors across the full fund lifecycle, from initial platform design through liquidity events. At inception, we help structure funds and investment vehicles that are tax-efficient and tailored to specific investor tax profiles, regulatory requirements, and commercial objectives. Our advice supports capital raising across jurisdictions while maintaining flexibility as investor bases, strategies, and markets evolve.
As funds mature, we continue to advise sponsors through continuation vehicles, restructurings, and fund liquidations, helping evaluate alternatives that balance investor alignment, tax efficiency, and commercial objectives. By applying a consistent structuring lens from launch through exit, we help clients manage complexity, make informed decisions, and preserve value at critical transition points in the fund lifecycle.
Deals: new investments diligence, structuring, and portfolio company consulting
We assist clients through acquisitions, investments, and exits by delivering integrated diligence and structuring advice that informs transaction decision-making. Our teams evaluate tax, structural and commercial considerations across jurisdictions to help sponsors understand risk, evaluate structuring alternatives and make informed investment decisions aligned with fund and investor objectives.
Post closing, we work closely with deal teams and portfolio company leadership throughout the holding period. From legal entity structuring and cross-border expansion to financing events and cash repatriation planning, our advice enables portfolio companies to respond strategically to business priorities while remaining aligned with the sponsor’s overall investment strategy.
Fund and investment operational support
As funds scale and investor bases diversify, operational and compliance demands increase significantly. We assist fund managers and sponsors with ongoing operational tax and reporting requirements, including fund management compliance across US and local regimes, investor information reporting, and global transparency frameworks such as FATCA, CRS, Pillar Two, and CbCR.
Our deep technical expertise and technology-enabled delivery - including the use of advanced data tools and AI – help make compliance seamless, consistent, and scalable. Our approach emphasizes transparency and execution, helping clients reduce administrative burden, manage risk, and maintain confidence in their reporting and compliance processes.
Specialized capabilities
In addition to our core lifecycle services, we bring deep expertise across specific solutions, investor types, and market segments within financial services. We work with private equity, private credit, hedge funds, venture capital, retail fund, and digital infrastructure platforms, as well as family offices and US inbound investors. Our experience reflects an understanding of how strategy, regulation, and investor expectations differ across services - and how structures should adapt accordingly.
By combining technical insight with market perspective, we help clients navigate specialized considerations such as investor transparency, governance models, and cross-border participation. This breadth of experience enables us to deliver tailored advice that reflects both product-specific nuances and the broader financial services ecosystem.
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