Overview
Hedge fund managers face unique personal tax challenges due to high earnings, carried interest, and wealth management needs. Our personal tax strategy services focus on reducing your individual tax liabilities while planning for long-term financial success.
Income Deferral Techniques
Income deferral allows high earners to delay the receipt of income, reducing the current year’s tax liabilities. We provide advice on how to structure deferred compensation plans to align with your personal financial goals and the tax advantages they offer.
Charitable Giving Strategies
We design charitable giving plans that reduce taxable income while supporting your preferred causes. These include the use of donor-advised funds, trusts, and appreciated securities, which offer favorable tax treatment while making a meaningful impact.
Retirement Planning for High Earners
Traditional retirement plans may not offer the full tax-deferral benefits for high-income fund managers. We provide customized retirement planning that maximizes tax benefits, allowing you to save more while reducing taxes in retirement.
Estate Planning and Wealth Transfer
We help fund managers develop estate plans that minimize taxes on wealth transfers. Through trusts, gifting strategies, and other wealth-transfer tools, we ensure that more of your estate is passed on to future generations with minimized tax impact.
