Given the current market environment, private equity and other alternative investment vehicles have garnered increased attention as attractive estate planning options.

August 24, 2020

These funds typically maintain investment objectives focused on providing investors with an increased level of diversification while offering the potential opportunity for increased risk-adjusted returns, which are particularly attractive in the current economic environment.

Our guide, 5 Points: Star Estate Planning with Private Equity and Hedge Fund Interests addresses:

  • Three principal alternative investment vehicles that may be incorporated within a comprehensive estate plan, including a:
    • General partner/carried interest,
    • Management company interest, and
    • Limited partnership/capital interest
  • Five unique valuation implications and challenges to consider for each vehicle

Download our guide, 5 Points: Star Estate Planning with Private Equity and Hedge Fund Interests to learn more about the valuation implications of incorporating these alternative vehicles into your clients’ portfolios.


 

 

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