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Consulting of closed alternative ​Investment Funds

Closed-end funds remain one of the most interesting and widespread forms of investment, able to obviate capital loss while providing good yields for investors, particularly in an environment with low interest rates and the danger of inflation. Furthermore, there is a newly created regulatory environment, which comes with the legal validity of the Kapitalanlagegesetzbuch (KAGB), including any extensive control mechanisms and with them, also higher security for investors. Innovative ideas, financial performance and a good business relationship are just as important as lasting maintenance of your investment. In this way, you can eliminate risks to turnover and reputation as well as ensure continuing success in this sector.

Especially in the light of the newly created regulatory environment for investors, which came with the KAGB, there are significant regulatory and administrative hurdles to overcome, both to initiate and to manage closed-end alternative funds. In addition to this, an optimal tax configuration is essential for the successful marketing of the fund.

Closed-end Funds – a Worthwhile Investment

Thanks to our years of experience in the field of closed-end funds and our knowledge of the new regulatory environment of alternative investment funds, PKF Munich can offer a broad range of services, tailor-made to your individual requirements.

Above and beyond general services such as

  • preparing annual financial statements and tax returns or annual auditing,

we also excel in

  • providing well-informed and reliable conceptual consulting,
  • support for the legally conformant marketing of products in context of legal regulations of KAGB and
  • support in forecasting products as well as
  • 360° investor support.

We guarantee successful cooperation through continual, expert support in all areas of business and tax.

We support fund initiators with capital investments in the domestic or international markets, in asset areas including real estate, mobile assets, aircraft, infrastructure, private equity and regenerative energy.

Your contact person

Katrin Statz

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