Family Investment Partnerships Structuring and Tax Considerations
Author: Craig R. Boyer.; Kenneth M. Kess.
Source: Volume 22, Number 01, September/October 2008 , pp.23-32(10)
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Abstract:
Family investment partnerships are tools that, if successfully implemented, can assist the individuals entrusted with a family’s wealth in achieving outstanding governance and investment results. There are five basic approaches to structuring family investment partnerships, each with benefits and complexities that must be considered for each situation.Keywords: High net worth tax planning; collective investment; 704(c) losses
Affiliations:
1: Deloitte Tax LLP; 2: Deloitte Tax LLP.