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Destination unknown

When should you go offshore and when should you stay at home? John Langan walks us through some common investment structures

15 February 2012

It is becoming increasingly common for wealthy families to use private fund structures as asset-holding vehicles. At the same time, the use of family office and multi-family office investment advisory entities also seems to be spreading. As a result, we are seeing some degree of convergence between the world of the private client adviser and that of the fund manager.

However, engaging with the world of fund management requires advisers to acquaint themselves with a range of fund structures, regulatory terms and concepts, and investment market terminology and jargon, much of which may not necessarily be familiar to them.

Direct approach

As a first step, it is always useful to consider the main factors that tend to dictate the choice of both the structure and the jurisdiction for an investment fund. Broadly, those are:

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