Case study
The client, their challenge
Our client is a U.S.-based private investment firm specialising in global real estate and real estate debt, with over $100 billion in assets under management.
The firm sought to establish a Luxembourg-based co-investment platform to enable investors to participate alongside its flagship fund. The structure included a general partner, a partnership and multiple special purpose vehicles, designed as a non-AIF structure under the Alternative Investment Fund Managers Directive (AIFMD).
The key challenge was to create a scalable, investor-ready platform that met institutional governance standards, facilitated cross-border co-investment flows and avoided unnecessary structural complexity.
Our solution
IQ-EQ delivered a fully integrated solution, supporting both the setup and ongoing operation of the platform across governance, administration and reporting. We provided:
Entity establishment and onboarding
- Established the general partner, partnership and special purpose vehicles (SPVs)
- Coordinated advisers, stakeholders and co-investors
- Prepared the platform for operational launch
Domiciliation and governance
- Provided Luxembourg domiciliation services
- Supported independent non-executive directors with company secretarial services
- Implemented robust governance and board support frameworks
Accounting and audit coordination
- Delivered multi-entity accounting services, including GAAP conversion
- Coordinated external audits across the structure
- Ensured timely, accurate and transparent reporting
Results
- Investor-ready platform: Enabled efficient and scalable co-investment participation
- Institutional governance: Strong oversight aligned with investor expectations
- Simplified operations: Integrated service model reduced complexity
- Ongoing support: Trusted partner across accounting, governance and reporting
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