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Your Fund Strategy is Multidimensional. We Streamline the Roadmap.

Value enhancement requires acute attention to opportunity and risk. Andersen works with you to build customized roadmaps for investment partnerships and managing principals through the journey of exploration, due diligence, raising capital, investing, long-term planning and exit or liquidation. Our independent, client-centric engagement model for alternative investment funds and principals is versatile, effortlessly adapting to fulfill your robust needs.

 

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Planning for Alternative Investment Funds in 2024

Although 2023 didn’t bring large-scale changes to federal tax law, recent court cases, phased-out provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) and COVID-19 relief acts, state legislation, and potential regulatory changes, may have a major impact on taxpayers in the coming years.

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How We Can Help

Alternative Investment Fund Solutions to Take You Anywhere

Setting Up Shop

Structuring your General Partnership and Management company sets the stage for future decisions, goals and planning for all stakeholders. An Andersen advisor can help you better understand the pros and cons of each type so you can make the right decision for your fund and your personal financial future.

Managing the Fund

Successful funds build a productive portfolio by integrating the tax strategies of all fund stakeholders, ensuring all elements align with the fund’s ultimate objectives. Andersen has the expertise and practical experience to aid any fund in helping scale assets and understand the impact to the management company, fund and principals.

Proactive Planning

With an increased scrutiny on asset managers, taking a consistent approach to tax planning starting at the individual level is an essential step to avoid unnecessary red flags. Additionally, effective planning at the partner level results in increased efficiencies for the CFO. An advisor who can integrate fund interests with the personal can free up internal mindshare to focus on your next phase of growth.

Divestments, Exits & Fund Dissolution

Dispositions, transfers of capital, and other late-stage events can create opportunities that add significant value to the funds and investors. Working with Andersen throughout the lifecycle of each of your funds puts all stakeholders in the best position when it comes time to wind down.

Setting Up Shop Line with Dot Grid
Managing the Fund Line with Dot Grid
Proactive Planning Line with Dot Grid
Divestments, Exits & Fund Dissolution Line with Dot Grid

Services

Tax Compliance

Experienced Andersen professionals can help your business or fund optimize tax processes and structures, meet tax compliance requirements on time and avoid tax penalties.

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Fund Formation & Structuring

Whether forming your first, second or 100th fund, Andersen tax professionals collaborate with fund managers to develop tax-efficient strategies aligned with the fund's objectives.

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Controls, Processes, and Procedures Advisory

Andersen can support the foundation of the business and provide strategic and scalable expertise on key focus areas.

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M&A Financial Transactions

Andersen brings the right mix of financial experience and tax technical expertise to support all aspects of M&A transactions, with an aim to establish longstanding relationships post transaction and thereafter.

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Family Office

No matter how sophisticated your family office’s needs may be, Andersen has the breadth and depth of knowledge that can only come from experience.

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Wealth Transfer

Andersen takes a holistic approach in identifying and solving complex financial and family issues involved in transferring wealth among generations.

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Asset Valuations & Analysis

Andersen has extensive experience in valuing a wide range of assets. Our professionals will assist you in valuations to offer supportable analyses designed to withstand review by third parties.

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