Carried interest, fund distributions, concentrated positions, and K-1 complexity. Investment professionals generate exactly the income patterns these strategies were built for.
Fund economics create lumpy, high-rate income: carry crystallizations, GP catch-ups, and distribution waterfalls that arrive on their own schedule. The planning toolkit maps directly. Direct indexing manufactures losses against distribution gains on a continuous basis. Opportunity zone reinvestment defers realized carry. Charitable remainder trusts absorb concentrated positions from angel and fund investments. QSBS applies to qualifying portfolio company stock held directly, and Section 1045 rollovers preserve holding periods across early exits.
For professionals with GP stakes, estate planning has unusual leverage: a GP interest gifted or sold to a trust before a fund's value is proven transfers future carry at a fraction of its eventual worth. Valuation discipline and vesting terms determine what is possible.
We speak the language natively. Our founding team comes from venture and public-market investing, and the firm runs its own capital through the same frameworks we recommend.
Own the index as individual positions and harvest losses continuously to offset gains elsewhere in your financial life.
Read the overview →Roll a realized gain into a qualified opportunity fund to defer the tax and eliminate tax on the fund's own appreciation after a 10-year hold.
Read the overview →Sold qualifying stock before the holding period was met? Roll the proceeds into new QSBS within 60 days and keep the clock running.
Read the overview →Diversify a concentrated stock position without a sale by pooling shares with other investors in a partnership.
Read the overview →Transfer the upside of an appreciating asset at near-zero gift tax cost. The classic pre-liquidity estate freeze.
Read the overview →A first meeting covers your situation, the strategies that plausibly apply, and what we would need to review before recommending anything.
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