Cohen Consultancy
Integrated Wealth Management Solutions
Designing tax-efficient structures that protect assets and scale wealth across generations.
Full-service tax structuring covering complex trusts, partnerships, boutique funds, cross-border entities, special purpose vehicles, charitable planning, family estate plans for domestic and international holdings, consolidated asset valuation discounting, cost-segregation studies, bespoke liquidity strategies, conversions, recapitalizations, tax-deferred redemption devices, buy-sell guidance, business asset protection, governance policies, layered insurance strategies, and derivatives-based tax structuring for accelerated growth and optimal risk-adjusted returns.
Our aim is simple.
Tax-advantaged solutions that hedge risk while enhancing overall returns.
Structuring and executing complex corporate, real estate, private equity, and fund transactions.
We handle the full spectrum of transactional work: corporate structuring, partnership and fund formation, joint ventures, syndications, cross-border business structuring, and securities transactions. Our work includes private placements, complex securitizations, secured lending, and capital stack design, as well as negotiating purchase agreements and managing financings. We oversee due diligence across multi-jurisdictional transactions, ensuring that businesses meet regulatory standards without impeding execution.
Our focus is clear.
Efficient deal structures that close smoothly, scale efficiently, and maximize investor outcomes.
Providing institutional-quality support for family offices, funds, and boutique ventures.
We operate as a fractional general counsel and business operator by integrating legal, tax, and operational expertise directly into proven results-oriented execution. We have built compliance infrastructure across SEC, FINRA, and IRS regimes, oversaw product build-outs across a network of external providers, and implemented robust intellectual property protection for our clients. We leverage a professional network of top-tier advisors to secure work at preferential rates; delivering institutional outcomes and superior work product without unnecessary overhead.
Our commitment is strong.
Institutional discipline and founder-level execution that streamlines operations and drives growth.