With fund managers setting-up multi-jurisdiction funds to host a global investor base to make investments into assets worldwide, the investment management industry is a sweet-spot for complexity on applicable rules on taxation and regulation. Combining our industry experience and fund tax expertise, the Borgen team is a trusted partner to fund managers and (institutional) investors alike in setting-up and reviewing global fund structures.
Acknowledging the relevance of legal and regulatory aspects throughout our advice, we are used to operate in a multi-disciplinary team effort – seamlessly teaming up with regulatory and legal business partners.
Services to Fund Managers
We assist fund managers in all tax aspects in relation to fund structures, both in public (bonds, equities) and private (private equity, real estate, infrastructure) asset classes. We have broad experience in fund formation, as well as the tax aspects of day-to-day operations. In cooperation with our employment team, we also provide tax advice to fund management on the management structure and carried interest schemes.
Services to Investors
We assist investors – from small family offices up to the largest institutional pension funds – in managing the tax affairs of their global private and public investments. Leveraging on years of (inhouse) experience, the team is trusted for being able to provide practical advice – basically operating as an external inhouse counsel.