With deep financial services experience, Alan has provided guidance on complex tax issues for financial services clients, start-up and mature hedge funds, hedge fund and private equity general partners and pass-through entities, among others. He has advised CFOs and the general partners of its funds on Management Company accounting and best practices while providing a full range of income, sales and use tax, charitable, estate, gift and entity tax planning, compliance and reporting.
Skilled in all phases of a funds life cycle, Alan recognized the inter-play between the management company and its general partner and plans with that in mind. Clients rely on Alan for assistance with tax-efficient structuring, estate and multi-generational planning, risk management and retirement planning. With a broad scope of knowledge, he has established appropriate best practice benchmarks and infrastructure. His advice frequently proves essential for managers closing funds and launching family offices with tax efficient strategies.
In the Family Office arena, Alan is recognized for his significant experience serving ultra-high-net-worth individuals, multi-generational families, entrepreneurs, athletes, entertainers and executive leaders across a range of industries. He has identified solutions for minimizing overall income, gift and estate tax burdens through the use of appropriate income and estate planning techniques that also preserve capital for multiple generations. His expertise is widely sought in the areas of income and estate tax planning, the implementation of tax minimization strategies, wealth preservation and compliance with Federal, state and local tax regulations.