bpv Huegel advises Weilburg Family Office on the launch of a new private equity module

Weilburg Family Office offers a new holistic private equity module with annually launched private equity funds of funds. The series started with the WB Private Equity Partners Fund 22. 

22 August 2022. Weilburg Family Office provides existing clients and external and institutional investors with cost-effective and holistic access to the private equity asset class.

The private equity module is managed by Weilburg Private Equity Partners GmbH as a new management company registered as an AIFM (Alternative Investment Fund Manager). Every (vintage) year, a private equity fund of funds – as a GmbH & Co KG and registered as an AIF (Alternative Investment Fund) – is launched for subscription by investors. With certain investment volumes, investors may also use special fund of funds individually tailoring an investment in the asset class.

The private equity module focuses on private clients, foundations, institutional investors and other family offices with a targeted investment volume in the private equity asset class starting at three million euros. The investment portfolios of the WB funds of funds will comprise private equity funds of leading asset management houses, which are characterised by excellent track record as well as consistent execution of their investment strategy. In addition, buyout funds and leading growth and venture strategies will also be included. Geographically, the focus is on the private equity markets in North America and Europe and includes only funds with a focus on OECD countries.

The Weilburg Family Office specialises in asset management and full-service support for private individuals, families and foundations. The services range from strategic advice and planning, portfolio management (securities, real estate and other investments), administration. Without conflicts of interest, the Multi Family Office is an exclusive wealth manager for its clients.

bpv Huegel comprehensively advised the Weilburg Family Office on regulatory and corporate law issues as well as on the structuring of the private equity module. “We are very pleased to accompany the Weilburg Family Office on the launch in the private equity asset class. In close cooperation with CEO Sebastian Scholda’s team, we developed a tailor-made corporate solution for the private equity funds“, says partner Christoph Nauer.

The bpv Huegel team was led by Christoph Nauer (Corporate / Regulatory) and Johannes Mitterecker (Corporate) and worked closely with Weilburg Family Office CEO Sebastian Scholda and Alwin Lahl, Managing Director of the new Weilburg Private Equity Partners GmbH.

 

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