Private Equity Partners

Private Equity Partners with Carry require a timing and liquidity tool to prevent forced liquidation, covers estate taxes while leaving interests untouched. We build a plan to protect for continuity, against funds buyouts and redemptions. Without touching fund economics, we create intergenerational planning, flexibility and source of cash. We ensure family lifestyle is supported, no matter what. We plan with a tool for capital preservation when everything else is complicated, illiquid, or emotionally charged. We balance guaranteed liquidity for their long-term asset