Planning for Private Equity & Hedge Fund Managers
Overview
As the firm that helped launch the first hedge fund, advising investment managers on sophisticated planning strategies is part of our heritage.
At Seward & Kissel, we are known for translating complex legal concepts into clear, practical guidance, enabling fund managers to plan effectively around fund interests that often involve volatility and long‑term growth potential.
We work closely with private equity and hedge fund principals to design and implement tax‑efficient strategies for transferring investment interests to family members. Our approach is highly tailored and aligned with broader wealth transfer and charitable objectives. Techniques may include vertical slice gifts to irrevocable trusts, Grantor Retained Annuity Trusts, and sales to grantor trusts.
Capabilities
Related Practice Areas
Related Practice Areas
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