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Practice areas

Practice areas

Practice Areas

Making an investment in alternative assets rarely fails due to reasons concerning the underlying opportunity — it is usually because relevant details are not adequately considered. A side letter clause left unreviewed. A regulatory requirement identified later during the process that could have been detected before. A tax structure that appeared efficient on paper but was never tested against the fund’s actual terms.

Cardonal Consulting is built to address these details. Below are the six areas in which we advise our clients, each corresponding to a distinct stage of an investment — from the initial review of an investment’s documentation to the ongoing obligations that follow closing.

  1. 01 Fund Investment Advisory Legal review of fund documentation and support in selecting the appropriate investment vehicle. Read → 1
  2. 02 Side Letter Negotiation Drafting and negotiation of side letters that reflect each client's specific requirements. Read → 2
  3. 03 Regulatory & Compliance Ensuring investments and fund distribution activities comply with applicable local regulation. Read → 3
  4. 04 Tax Advisory Assessment of the tax implications and efficiency of cross-border investment structures Read → 4
  5. 05 Fund & Vehicle Structuring Design and implementation of tailored vehicles for accessing alternative assets. Read → 5
  6. 06 Subscription & Onboarding Legal support throughout subscription, closing, and ongoing documentation requirements. Read → 6

If you are assessing a live mandate or preparing for a transaction, Cardonal can help clarify the next step.

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