Private Investment Structuring & Tax Planning
Maximise Investment Returns with Strategic Legal Structuring
For ultra-high-net-worth individuals, family offices, and private investors, structuring investments efficiently is key to maximising returns, mitigating tax liabilities, and ensuring regulatory compliance. Poorly structured investment vehicles can result in unnecessary taxation, legal risks, and restrictions on capital movement. Ensuring investments are held in tax-efficient, legally sound structures is essential to wealth preservation and long-term growth.
At Adonis Advisory Group, we specialise in structuring private investment vehicles, tax-optimised portfolios, and cross-border investment solutions that provide maximum financial efficiency. Our legal expertise ensures that investment funds, trusts, and private holding companies are structured to provide asset protection, tax efficiency, and regulatory certainty across multiple jurisdictions.
Private Investment Structuring & Tax Planning Services
Private Investment Companies & Holding Structures
High-net-worth investors require secure and tax-efficient investment holding structures to manage wealth across multiple jurisdictions. We establish Private Investment Companies (PICs), Special Purpose Vehicles (SPVs), and family holding structures that provide liability protection, asset segregation, and tax optimisation.
Whether structuring private equity holdings, real estate investments, or venture capital portfolios, we ensure compliance with regulatory frameworks while preserving investment flexibility.
Cross-Border Investment Planning & Capital Mobility
International investment strategies require careful structuring to optimise tax efficiency and ensure seamless capital mobility. We provide cross-border legal solutions that allow investors to deploy capital globally while navigating foreign investment restrictions, controlled foreign corporation (CFC) rules, and double taxation treaties.
Our expertise ensures that private investors and family offices maintain unrestricted access to global financial markets while minimising regulatory exposure.
Tax-Efficient Wealth & Asset Structuring
Tax planning is a fundamental aspect of private investment structuring. We advise on structuring trusts, investment funds, and corporate vehicles to reduce tax burdens while maintaining compliance with international tax regulations, including CRS, FATCA, and OECD guidelines.
Our legal strategies include estate tax minimisation, capital gains tax optimisation, and wealth transfer planning to ensure long-term financial efficiency.
Investment Fund Structuring & Private Fund Vehicles
For family offices and private investors managing pooled investment funds, ensuring proper fund structuring is critical to maximising investor returns and maintaining regulatory compliance.
We provide legal structuring services for private investment funds, hedge funds, and alternative investment vehicles, ensuring optimal tax treatment, investor protection, and fund governance. Our expertise covers fund domiciliation, fund management agreements, and risk allocation strategies to support sophisticated investment portfolios.
Real Estate & Alternative Investment Structuring
Real estate investments require jurisdictional tax planning, legal structuring, and regulatory compliance to minimise liabilities and maximise returns.
We advise on structuring real estate portfolios using private investment companies, offshore holding structures, and tax-efficient ownership models that ensure compliance with property laws while optimising financial performance.
For alternative investments such as art, collectibles, and digital assets, we provide tailored legal frameworks that align with wealth management objectives and risk mitigation strategies.
