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Private Fund Formation Services

As investors seek greater portfolio diversification and see private funds as a solution, we offer a variety of alternate investment holding private fund formation services that make sure you remain in compliance with applicable laws and regulations.

At My RIA Lawyer, we provide a full range of legal private fund formation and compliance services relevant to the private fund world, covering all illiquid fund types and asset classes, including private equity, hedge funds and pooled investment vehicles, real estate, infrastructure, private debt.

Our areas of private fund expertise include Private Placement Memorandum (PPM) and offering preparation services.  We provide partnership and fund structures, fund compliance, and qualified investor regulation guidance.  We likewise offer outsourced CFO services to funds.

Not your daddy's law firm

How we're different

We take a no-nonsense approach to solving your problems. Forget about one-size-fits-all solutions; we roll up our sleeves and craft strategies that fit your financial business like a glove. We’re not just lawyers – we’re compliance partners, financial enthusiasts, and problem solvers.

We get it – you need answers, and you need them now. That’s where we come in, offering a blend of big-firm resources with the kind of personal attention you’d expect from a smaller one.

But what really sets us apart? We’re all about your success. Compliance is just the start; we’re here to help you thrive. We know the ins and outs of the financial world, and we’re not afraid to think outside the box to help you reach your goals while playing by the rules.

Doing Nothing, Changes Nothing.

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and help them understand what it is they actually need to be asking for.

We are the answer to All Your Questions.

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My RIA Lawyer

“In life, it’s not that we don’t have enough time; it’s that we lose so much of it. We waste time on things that can be outsourced instead of spending time on things and people we love. I’d rather pay someone to clean my house and take that time to spend with my children. Our clients are happier letting us ‘clean house’ while they work with their clients. In the end, they have more satisfaction in their businesses and they’re happier overall.”

— Leila Shaver Founder

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(770) 462-2118