Private foundations can be attractive investment partners, but deals need to be structured with the exit in mind to avoid some tricky tax issues.
Family office investment vehicles typically have a diverse pool of...more
5/7/2019
/ Exit Planning ,
Exit Strategies ,
Family Businesses ,
Family Offices ,
Investment Adviser ,
Investors ,
IRS ,
Private Foundations ,
Special Purpose Vehicles ,
Tax Exempt Entities ,
Tax Planning
Consider the following hypothetical: Bill and his wife, Melinda, are the sole owners of Microfix, Inc., a successful computer repair business....more