When is an Offshore Fund Advisable?

Offshore funds are established if a fund will include investors located outside the U.S. or certain tax-exempt U.S. investors. The benefits include not just minimization of income taxable in the U.S., but also avoidance by investors of certain U.S. SEC and IRS disclosures. There are a range of options for location and structure of an offshore fund depending on the fund’s goals. With regard to structure, the fund may be a stand-alone fund, may be directly related to a domestic fund (side-by-side or parallel structure), or may feed into a master fund with or without an associated domestic fund (master-feeder or mini-master structure). We work with managers of new and existing funds to establish the benefits and preferred structures of offshore investment vehicles, whether as stand-alone funds or as funds integrated into a multi-fund strategy.

 

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