Investing in private equity: strategy, structure, and international perspective

Private equity investing: more than just capital

Investing in private equity offers unique opportunities for returns and value creation, but also requires insight into structures, risks, and regulations. It is essential, especially for family offices, (ultra) high net worth individuals, and private equity investors, to carefully structure investment strategies, both domestically and abroad.

HVK Stevens supports clients in all phases of the investment process, from structuring to implementation, with an eye for tax and legal optimization.

Direct investment: direct involvement and customization

Direct investment, participating directly in companies, offers the opportunity for greater influence and customization. At the same time, it presents specific challenges, such as:

• Legal structuring of the investment
• Tax planning and risk mitigation
• Governance and control agreements
• Structuring co-ownership and management participation

HVK Stevens supports investors in setting up solid structures that offer protection while maintaining flexibility, tailored to the specific characteristics of the investment.

Indirect investment: diversification and professional fund structures

For investors seeking risk diversification or wishing to leverage sector expertise, participation in private equity funds can be attractive. Other considerations apply here, such as:

• Assessment and structuring of fund documentation
• Analysis of the tax position at investor level
• Due diligence on fund managers and structures

We help clients gain insight into the legal and tax consequences of participating in domestic and foreign private equity funds.

International investment structures: Luxembourg and the Netherlands as hubs

Luxembourg and the Netherlands are leading jurisdictions for structuring private equity activities in international investments. Both countries offer robust legal frameworks, tax efficiency, and investor-friendly regulations.

Our support includes:

• Structuring via Luxembourg SLPs, RAIFs, and SCSp
• Use of Dutch fund structures such as the Limited Partnership or FGRs or cooperatives
• Cross-border investment structures tailored to tax treaties and compliance requirements
• Integration of ESG criteria within international structures

The right international structure opens doors to less risk, greater efficiency, and a broader investment landscape.

Strategic investing with a solid foundation

HVK Stevens combines legal precision and tax strategy with sharp market insight. Our guidance is aimed at creating flexible, future-proof structures that respond to both opportunities and risks, nationally and internationally.

Want to know more?

Would you like to invest in private equity through a well-thought-out legal and tax structure? Together, we will explore the optimal route for your investment strategy.