Serving clients on every continent, routinely named one of the top five law firms in the U.S. for its hedge fund practice, and frequently honored for outstanding results, Sadis is known nationally and internationally as a dominant force in the financial services sector.
Life settlement funds are a unique investment vehicle offering opportunities for diversification and robust returns. At Sadis, our legal expertise encompasses all aspects of life settlement funds, from regulatory compliance and fund formation to investment strategy development. Our team is dedicated to helping clients maximize value and navigate complexities in this specialized market.
Life settlement funds allow investors to purchase life insurance policies from policyholders, providing a cash payout while taking on the responsibility for premiums and collecting the death benefit later. These funds require a nuanced understanding of legal and financial frameworks. At Sadis, we offer tailored guidance to help clients establish and manage life settlement funds successfully, ensuring compliance with applicable laws and optimizing investment potential.
Why choose Sadis?
Sadis stands out for its deep expertise in navigating the legal and regulatory landscape of life settlement funds. We provide:
Strategic structuring: Tailoring fund strategies to align with investor goals.
Regulatory compliance: Navigating SEC and state regulations to mitigate risks.
Investor relations support: Crafting clear and compliant investment documentation.
Industry expertise: Advising clients on evolving market trends.
Our commitment to excellence ensures that clients achieve their investment objectives with confidence and precision.
Common Challenges in Life Settlement Funds
The life settlement fund market poses unique challenges, including:
Navigating complex regulatory requirements across jurisdictions.
Accurately valuing life insurance policies.
Managing premium payment schedules efficiently.
Addressing investor concerns regarding transparency and compliance.
Sadis provides expert solutions to help clients address these challenges and achieve long-term success.
Industries We Serve
We support clients from various industries, including:
Financial Services: Advising hedge funds and private equity firms.
Insurance: Assisting in life policy acquisitions.
Legal: Supporting law firms with fund formation guidance.
Investment Management: Tailoring strategies for wealth management firms.
Sadis brings an interdisciplinary approach to ensure each client receives the expertise and insights they need.
Our commitment to excellence ensures that clients achieve their investment objectives with confidence and precision.
Sadis provides a comprehensive range of legal services to participants to the life settlements market. These legal services include corporate finance and securities, regulatory, litigation and taxation. We counsel clients in relation to all aspects of the life settlements market, including life settlement policies, synthetic products, such as swaps and structured notes, and premium finance. We advise participants across the board in the industry — Life Settlement brokers and providers, managers and investors in domestic and international funds investing in life settlements and other life-contingent assets — in structuring, negotiating and executing the legal documentation necessary to achieve a successful transaction.
Our lawyers have obtained a comprehensive understanding of the life settlements market and its many unique aspects through participation in industry organizations and speaking at conferences both in the U.S. and abroad.
A vital component of our services is the structuring of cross-border life settlement investment funds, using all types of life-contingent assets, and facilitating investors from all over the globe. We work with leading advisers and service providers in the primary European Union venues for forming such funds and in qualifying such funds for optimal tax results under U.S. federal income tax statutes and regulations and other tax rules.
FAQs About Life Settlement Funds
Q: What is a life settlement fund?
A: A life settlement fund pools investor resources to purchase life insurance policies, generating returns when policy benefits are collected.
Q: How does regulatory compliance affect life settlement funds?
A: Compliance is essential to mitigate legal risks and adhere to SEC and state-specific laws.
Q: What services do Sadis provide for life settlement funds?
A: Our team offers guidance on fund formation, compliance, and ongoing management.
Q: How do I start a life settlement fund?
A: Contact Sadis to schedule a consultation and receive tailored legal advice for fund establishment.
