Family Offices and Investor Services

Cohen Legal Practice understands that family offices are subject to oversight by state and federal regulators. Cohen Legal Practice draws on over twenty years’ experience in applying the knowledge developed in the private funds and asset management arena to advise family offices, which face the same complexity and regulatory requirements as other small investment companies. Cohen Legal Practice also represent clients with conducting due diligence on Investment Advisers. In addition, Cohen Legal Practice assists entity, institutional and individual investors with the often-daunting task of reviewing and understanding investment materials.

Services

Negotiating IMAs and Side Letters

Negotiating Distribution and
Solicitation Agreements

General corporate
matters/corporate governance

Drafting and reviewing Private
Placement Memoranda and LPAs

Private Fund Liquidations

Reviewing firm templates such
as IMAs, PPMs and NDAs

Conducting investment review/due
diligence for funds of funds/PE investors

Negotiating NonDisclosure/
Confidentiality Agreements

Advising on SEC, CFTC,
FINTRA registrations and
related regulatory matters

Family Offices and Investors

We assist family offices, institutional and individual investors with the often-daunting task of reviewing and understanding investment materials as well as negotiating side letters in connection with their investments.

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General Corporate Law

We work with companies of all sizes on a wide array of business issues and opportunities. Our experience includes service provider agreements across a variety of industries, joint venture agreements, partnership agreements and employee/consulting agreements.

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We can help you meet your needs