Investment Management

Strategic Legal Support for Sustainable Wealth Management

At Lazarus, we provide strategic legal counsel to investment managers, family offices, and institutional investors seeking solutions for the complex demands of wealth management. Our focus is on helping clients navigate the intricacies of investment structures, regulatory compliance, tax efficiency, and long-term growth strategies. With a results-driven approach, we empower our clients to make informed decisions that protect value and create sustainable success.

Investment Managers and Institutional Investors

  • Investor Representation

    - We provide tailored representation for institutional investors, including family offices, pensions, foundations, and endowments, in private investment transactions. Whether negotiating terms, drafting side letters, or ensuring compliance with investment policies, we collaborate closely with our clients to protect their interests.

    - Our representation is focused on achieving outcomes aligned with our clients’ goals, from securing favorable terms to managing compliance risks.

  • Fund Formation

    - Establishing investment funds requires precision and insight into the regulatory landscape. We offer end-to-end support for fund creation and structuring, from initial planning to compliance advisory. Our expertise ensures that every structure is scalable, efficient, and aligned with our clients' strategic objectives.

    - We work with both emerging fund managers building their first funds and established funds expanding their portfolios, laying the foundation for long-term success.

  • Transactional Tax Advisory

    - Effective tax planning is essential for investment management and private equity transactions. We provide strategic tax advisory services to optimize deal structures, manage liabilities, and maximize after-tax returns.

    - Our tax planning services cover mergers, acquisitions, cross-border investments, and other transactions, ensuring compliance with global regulations while minimizing financial risks.

  • Exit Strategies and Succession Planning

    - For family offices and institutional investors, planning for wealth transitions is critical. Our team designs customized succession strategies that align with family or organizational goals while preserving value across generations.

    - From intergenerational wealth transfer to legacy preservation, we help clients manage transitions with confidence, ensuring a seamless and secure process.

Why Choose Lazarus for Investment Management?

  • We combine tax, compliance, and transactional expertise to deliver a comprehensive strategy tailored to the needs of investment managers and institutional investors.

  • Our deep understanding of the investment management space enables us to develop innovative solutions that address our clients’ most pressing challenges.

  • We focus on building lasting relationships, providing strategic guidance to help clients adapt to evolving market demands and achieve sustainable growth.

Move Forward with Confidence

At Lazarus, we go beyond traditional legal services. By integrating industry-specific insights with a personalized approach, we ensure your investments are protected, your strategies are optimized, and your path to growth is clear.

With Lazarus, you’re ready for what’s next.