Beyond Compliance

Expert CPA Solutions for Private Equity & Family Offices

Strategic advisory, multi-jurisdictional tax planning, and seamless trust administration for managing sophisticated capital and preserving generational wealth.

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Navigating the Complexities of Fiduciary and Fund Management

High-net-worth clients need assurance that their complex structures are managed by experts who understand the unique risks:

Tax Planning & Compliance: Fiduciary tax filing, K-1 reporting for partners, and multi-state/international tax optimization.

Fund Administration & Reporting: Financial statement preparation, investor reporting, valuation assistance, and management company accounting.

Estate & Trust Services: Comprehensive estate planning, charitable giving strategy, trust accounting, and gift tax return preparation.

Our Value Proposition: We provide dedicated, proactive partnership to the principals of Private Equity and Family Offices. Our advisory approach translates complexity into clarity, reducing administrative overhead and securing your financial legacy.

FAQs

Q: How do you handle K-1 reporting for a large number of Limited Partners (LPs)?

A: We use specialized partnership tax software and streamlined data intake processes to efficiently prepare and distribute K-1s, managing compliance risks associated with large investor bases.

Q: What is the main tax benefit of having a separate management company structure?

A: A separate management company allows for greater control over compensation structures and offers various tax optimization opportunities related to compensation and carried interest.

Q: Do you advise on international reporting requirements (FATCA, FBAR) for our cross-border assets?

A: Yes. Our team is fully equipped to handle complex international tax compliance for U.S. investors with foreign assets and foreign investors with U.S. holdings.

Testimonial

"Their expertise in partnership tax structures is unmatched. They give us the confidence to focus on deal flow, knowing our compliance is rock-solid." — Lydia Zhang, Owner of a regional Family Office