Fund services advisory — structuring, governance and oversight.
Non-regulated advisory strengthening governance, oversight and reporting across private fund structures and external managers.
Funds fail quietly when governance trails capital deployment.
We advise families and sponsors on fund governance frameworks, oversight rituals and reporting packs — aligning GP-LP documentation, risk thresholds and cross-border coordination without acting as fund administrator or arranging investments.
Before work begins, we clarify the operating context, governance expectations, and commercial pressures behind the brief. That gives the engagement a clear purpose before technical analysis starts.
The result is a more complete advisory view: what matters now, where risk may surface next, and how recommendations can be implemented without creating unnecessary hand-offs or ambiguity.
Scope
Clarify the decision, deadline, stakeholders, and evidence standard before work begins.
Delivery
Combine partner judgement, technical review, and practical implementation planning in one workstream.
Follow-through
Convert findings into owners, actions, and next steps that leadership can track after the session.
Governance frameworks
LPAC charters, delegation matrices and conflict protocols adapted to single-investor and multi-LP vehicles.
Oversight structures
Cadence design for investment committees, risk committees and GP oversight boards.
Reporting governance
Pack templates tying NAV narratives, capital activity and risk disclosures to family oversight needs.
Manager governance
Documentation supporting manager oversight, fee benchmarking hooks and escalation triggers.
Cross-border coordination
Mapping filings, substance expectations and information-sharing agreements across jurisdictions.
Investment structuring interfaces
Alignment between SPVs, holding structures and fund entities — documented for counsel execution.
Private funds, funds-of-one and family investment companies.
UK LLPs, Luxembourg partnerships, Channel Islands LPs and bespoke co-investment vehicles — engagements stay advisory, with execution referred to counsel and administrators you appoint.
- UK LLP & LP structures
- Luxembourg & Channel Islands partnerships
- Family investment companies
- Single-investor funds & co-invest SPVs
Fund governance outpacing capital deployment?
A confidential review aligns oversight rituals, reporting packs and delegation maps.