Schulte Roth & Zabel LLP advises on a range of non-contentious tax matters and has particular expertise relating to blockchain and cryptocurrency funds, asset-backed securitizations, and real estate investment funds. The firm is co-led by David Wermuth, who has recently advised on the formation of a single investment fund for the Kingdom of Saudi Arabia, and Andrea Mandell, who is experienced in advising on the tax aspects of securitization deals. Other key figures include Shlomo Twerski, Philippe Benedict, and Alan Waldenberg, who are all particularly adept in advising on tax matters relating to investment funds. James McCann has joined the firm from Kleinberg, Kaplan, Wolff & Cohen, P.C., while Elie Zolty has departed. All lawyers mentioned are based in New York.
L’éditorial du Legal 500
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Clients clés
- USSA International LLC, which is a subsidiary of PIFDellora Investments
- Polynomial Capital
- Kodai Capital Management
- Walleye Capital
- Cerberus Capital Management, L.P.
- GoldenTree Asset Management
- Pantera Capital
- Koch Industries, Inc.
- ZAIS Group, LLC
Points forts
- Advised on all tax related issues for Private Investment Fund (known as “PIF”), the single investment fund of the Kingdom of Saudi Arabia. PIF decided to create a global network of portfolio managers that would act in a manner similar to a large multistrategy fund. This matter involves establishing offices around the globe including New York, London and Riyad.
- Advising Cerberus Capital Management, L.P on a wide range of matters.
- Represented Koch Industries, Inc in connection with its private fund investments, among other transactions, and the tax implications of those deal.
Avocats
Responsable de la pratique
David Wermuth; Andrea Mandell
Autres avocats clés
Alan Waldenberg; Shlomo Twerski; Philippe Benedict; James McCann