STEP WY - Planning for Fund Principals
- Joe @ Auric
- 1 hour ago
- 1 min read
Auric Private Client Advisory LLC was pleased to participate in STEP Wyoming’s conference community, joining peers committed to high professional standards in cross-border estate and trust planning. The following is a STEP WY presentation we believe will be of particular interest to our clients.
“Planning for Fund Principals” outlines practical strategies for venture capital, private equity, and hedge fund principals to manage carried interest and fund interests through trusts and other structures, with attention to transferability constraints, valuation discounts, U.S. Chapter 14 rules, vertical slice and derivative planning alternatives, and state and federal income tax considerations.
It walks through key checkpoints, real-world structuring choices, and a concise implementation checklist that advisers can use to stress test current arrangements and identify gaps. Those interested in efficient, compliant planning for sophisticated fund principals will find the full presentation link especially valuable for its detailed illustrations and step-by-step framework.