Weinstein Spira understands the unique nature of venture funds and complex equity instruments with regard to tax issues, compliance and investor goals. We have worked with numerous funds over the years to assist with tax minimization and allocation of income.
We consult on fund administration and calculation of fair market values and deferrals — helping you manage fund partner expectations. If partners leave or join a fund, we can answer questions regarding those transactions and recommend tax-smart solutions.
For individuals who manage family wealth based on private equity investments and other vehicles, Weinstein Spira also offers estate planning and family office services to help plan ahead for capital gains or wealth transfer.