Portfolio valuation for individual partners at a global investment management firm

Portfolio valuation for individual partners at a global investment management firm

Portfolio Valuation Services - Trust & Estate Purposes

Stout was retained as a valuation consultant by the individual partners of a leading diversified global investment management firm with approximately $70.5 billion in assets under management. The firm’s product offering included multiple alternative investment products, including private equity funds, credit funds, and liquid hedge funds.

Our professionals initially acted in a consultative role in order to assist the partners and their respective advisors in determining those funds that would be most advantageous to include in a comprehensive estate plan. Considerations included the need to balance the tax efficient transfer of assets to the next generation, while retaining sufficient liquidity over their lifetimes.

Once a final strategy was developed and executed, our professionals prepared a detailed valuation of the carried interests and related derivatives instruments in the selected funds in order to satisfy adequate disclosure requirements mandated by the IRS.

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