💼 Investment via Funds & Trusts

Structuring Global Investments with Confidentiality, Control & Tax Efficiency

For high-net-worth individuals, family offices, and global investors, investment through funds and trusts offers a powerful way to structure, protect, and grow wealth across borders. At YUDEY, we provide legal strategies tailored to your investment goals — whether you’re launching a fund, contributing capital, or preserving assets for future generations.

We work with private equity firms, institutional investors, founders, and international families to create compliant, tax-optimized structures in top-tier jurisdictions.

Our Legal Services for Funds & Trusts

Fund Formation & Structuring
Legal setup of private equity funds, venture capital funds, hedge funds, and alternative investment vehicles.

Jurisdiction Selection
Advisory on selecting optimal fund or trust jurisdictions, including Luxembourg, Ireland, Cayman Islands, Liechtenstein, Singapore, UAE, and the UK.

Trust Establishment & Management
Drafting and structuring discretionary, fixed, and purpose trusts with tailored asset protection clauses.

Family Trusts & Legacy Planning
Creating long-term trust structures to support succession, multi-generational wealth transfer, and estate planning.

Fund Documentation & Compliance
Drafting offering memoranda, shareholder agreements, GP/LP agreements, and ensuring regulatory alignment (e.g. AIFMD, FATCA, CRS).

Regulatory Licensing & Registration
Obtaining fund licenses, registering with financial authorities, and ensuring ongoing compliance.

Asset Contribution & Tax Planning
Structuring the transfer of assets (shares, real estate, IP) into funds or trusts with cross-border tax efficiency.

Trustee & Fiduciary Oversight
Liaising with licensed trustees, protectors, and fiduciary service providers for ongoing administration.

Common Use Cases

  • Investing in real estate, startups, or global securities through regulated funds

  • Protecting family wealth from political or legal risk via offshore trusts

  • Enabling co-investment structures for HNW clubs and syndicates

  • Isolating business assets from personal liability

  • Passing down wealth across generations with minimal tax exposure

Why YUDEY?

  • 🌐 Deep expertise in fund/trust law across EU, UK, offshore & Middle East

  • 🧠 Tax-efficient, legally sound structuring

  • 🛡️ Asset protection, confidentiality, and control

  • 🤝 Trusted partner for private clients and institutional investors

  • ⚖️ Compliance with global reporting regimes (FATCA, CRS, AIFMD)

Structure Wealth with Strategy

Funds and trusts are more than legal wrappers — they are tools of long-term control, privacy, and investment mobility. With YUDEY, you get tailored structures that align with your personal, corporate, and generational objectives — across borders and beyond.