Holding, Portfolio Securities/Investment

Trustlink provides counsel on a wide range of investment opportunities. We represent family offices on matters concerning federal and state securitieslaws, private securities offerings, investment advisory services, state filings and related registrations. On complex investments such as private equity deals, hedge funds and private placements, we review the offering and guide family offices on achieving the most advantageous position from a legal and tax perspective. Within the family, Trustlink creates private trust companies, credit arrangements and business agreements among family members.