Entrepreneurs, fund principals & executives

We have a long history of advising successful individuals on their business interests. We provide innovative tax planning solutions for entrepreneurs, fund principals, executives and their partnerships and companies.

We work closely with principals, in-house counsel and chief financial officers of businesses, and also with family offices seeking advice on behalf of their clients. We can complement the work carried out by in-house professionals, to produce comprehensive tax solutions, help with tax compliance, and recognize and capitalize on tax planning opportunities.

Recent work

  • Working with 7 principals of a $1+ billion private equity fund to structure the tax-efficient transfer of their interests in a new fund to wealth transfer vehicles.
  • Working with a principal of a $1+ billion distressed debt fund to establish a private foundation and contribute interests in the fund's general partner in a manner that permitted the principal to claim a fair market value deduction.