Our services involve:
  • Structuring single-asset and multi-asset Qualified Opportunity Funds
  • Structuring Qualified Opportunity Zone Businesses as Joint Ventures and Real Estate Syndications with QOF sidecar participation
  • Advising on corporate, tax, and securities compliance over the lifecycle of the OZ investment partnership.
Learn More
Box 1
Our services involve:
  • LLC/LP formation
  • Multi-member Operating Agreements
  • Private Placement Memorandum
  • Subscription Agreement
  • SEC and state blue sky filings.
Schedule Intro Call
Box 2
Our services involve:
  • LLC/LP formation
  • Multi-member Operating Agreements
  • Mechanisms resolving the conflict between early and later investors
  • Provisions governing liquidity rights
  • Private Placement Memorandum
  • Subscription Agreement
  • SEC and state blue sky filings.
Schedule Intro Call
Box 3
Our services involve:
  • Entity formation
  • Customary protections for closely-held partnerships
  • Buy-Sell mechanisms
  • Co-GP service agreements (as applicable)
Schedule Intro Call
Box 4