Financial Services and Executive Protection
… regulations and spousal legislation will apply to regulate what happens to those assets Your current agreements may not be properly worded to deal with the transfer of your interest in the firm and its income and, when applicable, carried interest It’s common to see a significant number of these arrangements not following key regulations and legislative guidelines These items can cause litigation risk and will cause taxation issues if not followed, many do not understand the nuances of these rules Avoid potential litigation from interested parties Carried interest for partners of a fund is illiquid and creates potential issues …
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