Taking Your Fund Private: Transitioning from Investment Fund to Family Office

An increasing number of investment fund managers are returning outside investor capital in order to focus on managing their personal and/or family wealth. The decision to “go private” can be driven by a number of factors, including dealing with an ever more complicated regulatory environment, fee compression, increasing difficulty in finding alpha in stretched markets, the advancing age of the principal, or even as one of our clients recently told us: ”You know, it’s just not fun anymore.” But whatever the reason, PKF O’Connor Davies can provide the roadmap, and we have the experience, personnel, and systems in place to assist in all facets of the transition.