5 Ellis Quay, Dublin 7
Call Today: 01 477 3453

WEALTH MANAGEMENT

wealth-management

Peter is experienced in the complex area of giving legal advice on financial planning and wealth management which in recent years have seen a great deal of recent regulatory change and an increasing overlap between the alternative investment sector and the traditional retail long-only sector.  At Peter Boyle & Co. Solicitors, we can provide comprehensive legal and regulatory advice in relation to your wealth management requirements, including:

  • Fund / SPV set ups and incorporations – across all the main asset classes and covering both retail and alternative investment fund structures.
  • Investments– drafting and negotiating investments proposals and investment management agreements, etc.
  • Regulatory – advising on compliance issues
  • M&A and corporate transactions - involving asset managers, underlying assets and fund transfers.

Peter Boyle Solicitors provide sophisticated legal advice to wealthy individuals and families, owners of closely held businesses, institutional fiduciaries and other professionals and family offices that serve such individuals and families.  Peter works in conjunction with clients’ investment advisors and their accountants / tax advisors in relation to the preservation of clients’ wealth.

Peter’s ability to develop a personal relationship with each and every client ensures that he can quickly focus on the issues faced by clients. His philosophy of maintaining and strengthening those relationships allows the firm to provide clients with effective planning throughout every stage of their lives, wherever they might find themselves. Our clients can be confident that our comprehensive approach toward wealth management will complement their overall wealth management strategy based on clients’ situations and objectives.

NB. Peter Boyle & Co. Solicitors and agents, do not provide, and are not authorised to provide ‘investment advice’ as defined in the Central Bank Investment Act. In our capacity as solicitors, we are happy to review legal documentation and give legal opinions and advice. 

Website Design by Dmac Media
Get in Touch
01 477 3453
Email