Case Studies

Streamlining of Multi-Faceted Investment Platform’s Ownership Structure

Tannenbaum Helpern's client, a sponsor of various investment fund platforms as well as other investment-related entities, sought to simplify and optimize the ownership and operational structure of its overall enterprise. Tannenbaum Helpern's Financial Services and Tax Law practices collaborated with the client's outside accountants to arrive at an optimal structure for the client, and designed an investor approval process that allowed the client to implement the restructuring and commence operations within its new structure quickly and efficiently.

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