Biography
Jacquie Duval works with fund managers, sophisticated family offices, and other private capital investors on tax and entity structuring, investment planning and execution, and private fund formation and management. Jacquie is known for her deep knowledge, warmth, and creativity in designing and executing solutions for clients.
Jacquie advises fund managers and investors on the structuring and formation of private funds. In her guidance to clients, Jacquie reviews and negotiates fund documents across a variety of private fund types, including private equity funds, real estate funds, hedge funds, digital assets, and venture capital. She provides tax and structuring advice on co-investment opportunities and direct capital investments across a spectrum of asset classes. A tax lawyer by training, Jacquie understands the tax rules related to private foundations and other charitable organizations and advises on the associated challenges when these entities or related individuals are parties to an investment.
In her role as trusted counsel for family offices, Jacquie guides the structuring and servicing of family offices and transactional work related to their investments. She also advises family offices and private foundations on such issues as social capital and grantmaking. An advocate for diversity, equity, and inclusion, Jacquie has a special interest in supporting and working with women entrepreneurs and investors.