Financial & Investment Strategy
Private Placements
Structuring, documentation and tax advice for private securities offerings, from a team involved in 500+ investment funds.
All Financial & Investment StrategyWhat this is
We structure, document and advise on private securities offerings, drawing on twelve years of private securities and U.S. tax law practice and involvement in the creation of 500+ investment funds.
What is included
- Fund and offering structure design
- Offering document review and tax disclosure
- Investor allocation, waterfall and K-1 planning
- Ongoing fund-level tax compliance
Who this is for
- Sponsors raising a first or next fund
- Operators syndicating real estate or private deals
Every engagement starts with a free consultation of up to 60 minutes with Brent. Quotes and initial consults are free; deeper assessments are scoped and priced on that call.
Related services
Life Insurance Strategies
Insurance used as a disciplined, tax-advantaged component of wealth transfer and executive benefit planning.
Learn moreReal Estate & §1031 Exchanges
Exchange planning, DST placements and holding structures so deadlines are met and gains stay deferred.
Learn more
Free consultation, up to 60 minutes
Talk through private placements with Brent.
Up to 60 minutes, no charge, and you leave knowing exactly what it would take.