Focused on providing U.S. and international tax advice.
Clients included investment funds and their joint ventures and portfolio companies.
For more than a decade, advised one of the world’s largest alternative asset managers.

Lewis Kweit retired from the partnership in 2021. He provided advice to investment funds regarding pressing tax issues in connection with acquisitions and dispositions of assets, forming fund structures and operating management companies.

With deep technical knowledge, Lewis provided practical, timely solutions to difficult tax issues. His goal was to provide the most tax-efficient structure while working within the business parameters of the transaction.

Lewis advised on issues related to the formation and operation of investment funds, including:

Partnership taxation
Private equity
Acquisitions and dispositions of portfolio companies
Joint ventures
Real estate
Real estate restructurings
Hedge funds
Real estate investment trusts (REIT)
Unrelated business taxable income.

Representative Work

Represented a private equity fund in a multibillion-dollar acquisition of a family-owned business held partially through an S corporation and partially through a partnership. Structured the investment in a tax-efficient manner for both U.S. taxable and non-U.S. investors.
Advised a large alternative asset manager on tax considerations in raising $27 billion to close on a private equity fund with several hundred investors in less than six months. Launching this fund solidified the client’s position as a market leader.
Established a fund structure for a wide variety of investors with different tax profiles and negotiated with the investors with respect to difficult tax issues related to raising $1.5 billion for a real estate fund. Addressed tax issues specific to raising fund money from non-U.S. investors.
Structured several acquisitions of closely held corporations to maximize tax benefits to the purchaser and minimizing taxes incurred by sellers, including portions attributable to rollover interests.