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Megha Ramani's Case Studies

Wealth investment structures

This matter involved advising a UK resident, UK domiciled recipient of a significant legacy who was intending to relocate to the US in the near future on suitable investment structures. The advice included comparative merits and demerits of investing via:

  • a family investment company
  • an open ended investment company (onshore and offshore)
  • a family limited partnership
  • a US limited liability company, and
  • a US limited liability partnership

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Family investment company

This matter involved advising a UK resident private equity principal on structuring a UK private limited company as an investment vehicle for personal wealth. The advice involved: Appropriate capitalisation options...

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This matter involved advising a UK domiciled individual married to a US citizen on an estate plan that was US and UK law compliant. Working in conjunction with US counsel,...

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