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.
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.





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