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DuPage County Investment Partnership Attorneys

Downers Grove hedge fund and venture capital attorney

Lawyers Helping Establish Partnership Agreements and Resolve Disputes in Wheaton and Glen Ellyn

There are multiple ways that a business may be structured to provide benefits for its owners and partners, shield them from liability, and ensure that concerns about the operation of the business can be resolved effectively. In some cases, partners may benefit by establishing an investment partnership, which can provide them with flexibility and allow them to balance a portfolio with multiple types of investments. When establishing and managing this type of business entity, partners can ensure that they are following the correct procedures by working with an attorney who has a strong knowledge of commercial laws and regulations.

At Guerard, Kalina & Butkus, our lawyers provide representation to clients in a wide variety of complex matters involving corporate transactions, investments in real estate and other assets, and litigation. With our knowledge of banking and financial services and the regulations that affect large transactions and investments, we ensure that businesses are prepared to address any issues that may affect them, and we work to protect our clients' rights and interests at all times.

Establishing and Maintaining Investment Partnerships

A business may be classified as an investment partnership if at least 90 percent of its assets consist of investments in financial instruments such as stocks and bonds, and it must derive at least 90 percent of its income from these types of assets. This type of business structure can help investors achieve higher returns, provide capital for new or growing businesses, and gain access to exotic derivatives. We work with multiple types of businesses and entities to establish investment partnerships such as:

  • Hedge funds
  • Mutual funds
  • Private equity firms
  • Venture capital firms

Investment partnerships can also be a good solution for families looking to create estate plans that will allow them to manage multigenerational wealth. This can allow for more balanced investment portfolios and greater efficiency as family members pool their assets, while also ensuring that they have access to qualified money managers. Families who use investment partnerships may also be able to reduce estate taxes when transferring wealth between generations.

Contact Our Naperville Investment Partnership Lawyers

Our law firm provides experienced legal help to those who are looking to establish investment partnerships or address legal issues related to the management of these types of businesses. We work to ensure that partners' rights are protected while providing guidance on how to maintain regulatory compliance and address disputes between partners. Contact our attorneys at 630-665-9033 to get legal help with financial concerns. We assist with transactional and commercial matters in DuPage, Kane, and Cook Counties, including Downers Grove, Wheaton, Aurora, Glen Ellyn, Naperville, and other cities in the areas surrounding Chicago.

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