Fractional Legal Counsel for Endowments & Institutional Investors
Escape Big Law Fees & Delays. Protect Your Portfolio.
Your job is growing assets—not decoding SEC rules or renegotiating fund terms. As former head of legal for Notre Dame’s $22B endowment, I handle compliance, contracts, and regulatory risk—so you can focus on returns.
980+ deals closed | Flat fees | No hourly billing
Legal Support Your Investment Office is Missing
Right now, your team is stuck:
Overpaying law firms for slow, generic advice.
Burning staff time on complex legal documents.
Risking compliance errors without dedicated expertise.
And the pressure is rising:
Endowment tax hikes threaten future growth.
Foreign investment restrictions create legal landmines.
Budget cuts & hiring freezes mean doing more with less.
I’m Stephanie Pries — a 26-year investment law veteran, including 18 years as head of legal for Notre Dame’s endowment—helping grow it from $5B to over $22B.
I’ve closed 980+ investment deals, blending sharp legal precision with big-picture strategy to drive returns and manage risk.
Now, I bring that same expertise to you — as your fractional in-house counsel. You get proactive, investment-savvy legal support — without Big Law pricing, delays, or red tape.
What I Handle
(So you can focus on investment performance)
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Review and provide issue memos for LPAs and Private Placement Memoranda.
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Assist with operational due diligence for new managers, draft & review DDQs, prepare & negotiate NDAs, draft form or negotiate side letters, prepare form and negotiate IMAs, and complete subscription documents (including KYC materials).
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Respond to MFN elections, amendments and consents, custodian administrator or 3rd party compliance requests, verify service provider relationships, manage KYC/AML updates, and similar requests related to investee funds or internal governance matters (e.g., ESG compliance).
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Keep your team ahead of regulatory and legislative changes through my weekly memos (e.g., endowment tax hike, “countries of concern” regulation/legislation), and other policy shifts impacting institutional investors. Will monitor marketplace matters that also impact your investments and help craft solutions for your team (e.g., Silicon Valley Bank episode).
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Build out and organize document storage systems in your RMS, create legal data tracking for key fund terms, develop policy manuals, and streamline legal workflows.
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As a member of your team, I stand available for any urgent fund requests, co-investment opportunities and/or unexpected manager situations—and ensure they are resolved fast.
Flat-Fee Legal Support. No surprises.
You get expert legal counsel—on call and in sync with your team—for one transparent flat fee based on your AUM.
No clock-watching. No unexpected invoices. Just investment-savvy support when you need it.
How It Works
Free Consultation:
We review your legal needs, current risks, and where I can add immediate value.
Seamless Onboarding:
I integrate with your team—email, portal, or shared drive. Whatever’s easiest for you.
Legal Work—Handled!
I take care of contracts, compliance, and legal ops. You focus on growing your endowment.
Why Clients Trust Me
Most legal support is slow, expensive, and disconnected from how investment offices actually work. I built Endowment Legal Services to change that.
Responsive & Fast. You get direct access to me—no junior staff, no long waits.
Sharp & Strategic. I don’t just fix documents. I help you see around corners.
Clear & Practical. I translate complex terms into smart decisions.
Plugged-In & Proactive. I monitor policy, tax, and regulation—so you don’t get blindsided.
You get legal counsel who understands your investments, your pressure, and your pace.
Let’s Simplify Your Legal Work ASAP!
Contact or email me at stephanie@endowmentlegalservices.com or call me at (202)710-6069 to schedule your free consultation.
No obligation. No sales pitch.