Highly specialized legal and tax advice for fund investors, combining extensive experience, a holistic approach and an unwavering focus on our clients’ interests.
BERG stands out for its many years of experience, high degree of specialization and high-end client service. We advise on all types of funds (UCITS and AIFs) and, as part of our investor advisory practice, support both institutional investors and private investors, large and small.
Our clients’ individual needs and the particular challenges of complex fund investments are at the heart of our work. We combine in-depth legal and tax expertise with a sound understanding of commercial realities. This enables us to support investment decisions by identifying issues early and developing practical solutions.
Our legal and tax experts have many years of experience in advising managers and investors in the areas of fund structuring, fund compliance, and fund due diligence.
Having reviewed and conducted due diligence on countless fund products, and with our familiarity with typical conflicts and our understanding of the concerns of fund sponsors and managers, we can anticipate and resolve issues arising from fund investments for our clients even before negotiations over the investment begin.
BERG offers a level of specialization that sets it apart in the market. As a business law firm, we focus not only on investment funds, but more specifically on providing comprehensive support to investors investing in private equity, venture capital and all other domestic and foreign alternative investment funds.
As a trusted advisor to institutional and private investors, we offer an integrated, practical advisory approach that takes into account all strategic, commercial, legal, tax and regulatory aspects of fund investments.
Through our work with domestic and international investors (including funds of funds, banks, insurance companies, professional pension schemes, pension funds, foundations, family offices and private individuals), we are familiar with customary market terms and best practice in fund investing and can support clients quickly, pragmatically and efficiently in any situation.
in particular the German Insurance Supervision Act (VAG)/Investment Regulation (AnlV), Solvency II and the CRR
GP-led and LP-led secondaries
in particular the German Anti-Money Laundering Act (GwG), DAC 6 and ESG
BERG is committed to delivering high-end service to our clients. Through our network of domestic and international experts, we can provide individually tailored, precise answers to every question.
Our setup as an AI-native law firm and our advisors’ wealth of experience enable us to offer high-quality, comprehensive, fast, bespoke and tried-and-tested solutions.
We know the market and its particular features, and enhance our advice through the use of highly specialized AI tools. We pass the efficiencies of this way of working on to our clients in full.
Our advisors take personal responsibility for every piece of work, and our clients always have a dedicated personal contact.
Our Advisors
