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.
Negotiating IMAs and Side Letters
Negotiating Distribution and
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
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.