Private Fund Counsel · Salt Lake City

Fund counsel for capital that doesn't stop at the border.

We form the fund, structure the capital — U.S. and cross-border — and handle the deals that put it to work. From a domestic first fund to a global master-feeder, one firm across the whole lifecycle.

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The Fund Lifecycle, One FirmTap any stage to explore →
□FormU.S. & Offshore Vehicles ◫StructureCross-Border Tax Depth ◓RaiseReg D / Reg S Compliant ◎DeployEvery Deal, Papered ↻MaintainRecurring, Year Over Year
Flat fees · quoted before we begin

A fund is only as sound as the structure beneath it.

Get the entity, the investor classes, and — when capital crosses borders — the blockers and tax analysis right, and everything downstream works. Get them wrong and the fund's own investors pay for it. That structuring is the work, and it's where we're deepest.

Operator's perspectiveA fund GP, not just counselFounder is a current hedge fund general partner and sits on the board of a biotech company.
JurisdictionLicensed in three statesUtah, Arizona & North Carolina — and U.S. Tax Court — representing clients worldwide.
Cross-borderBilingual, by experienceFluent in Spanish, with hands-on LatAm cross-border deal experience as a fund principal.
RecognitionIndependently ratedRecognized by Super Lawyers and rated by Avvo for securities and fund work.
The Practice

Form the fund. Structure the capital. Deploy it.

01
Anchor

Fund Formation

U.S. funds, SPVs, and cross-border master-feeder structures — Reg D and Reg S offerings, built for the strategy. The core work, done cleanly.

02
The depth

Cross-Border Structuring

Blockers, ECI/FDAP and UBTI management, PFIC planning, FIRPTA, treaty optimization, investor-class design — the tax depth that decides a cross-border deal.

03
In action

Capital Deployment

The deal work that puts the fund to work — SAFEs and venture rounds, M&A acquisitions, real estate closings — plus the recurring maintenance beneath it all.

The Approach

Domestic or global, the structure is the whole game.

  • Full lifecycle. Formation, the raise, every deal the fund makes, and ongoing maintenance — one firm across the arc, not just at the start.
  • Cross-border depth. When capital crosses a border, the U.S. tax structuring is what makes or breaks the deal. It's our deepest capability.
  • Partner, don't duplicate. Offshore vehicles are formed by established Cayman and BVI counsel; we architect the U.S. side and quarterback the whole.
  • Transparent fees. Flat and scoped pricing, quoted up front. You know the number before we begin.
  • Your own secure portal. Fund documents, compliance, deal closings, and status — organized in one place, not buried in email.
Begin

Tell us about the fund. We'll scope the path.

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