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Posts Tagged ‘estate planning’

Trusts that Pass "Carried Interest" to Heirs Gaining Popularity in the Financial Sector

By hoffman-assoc | February 19, 2014 | 0

A recent article from the Wall Street Journal’s (WSJ) online edition reported that the new generation of financial whiz-kids, private-equity firm and hedge fund executives in their 30s and 40s, are, for the first time for many of them, planning for their futures, and for their heirs’ future as well. This often involves making their…

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To Do

  • Growth Enterprise Partnerships Investment Approach
  • Investment Criteria for Growth Enterprise Partnerships
  • About
  • Case Studies
  • Contact Legendary Partners, LLC
  • Frequently Asked Questions
  • Private Equity Firm To Create Wealth – Legendary Partners, LLC
  • Capital Gains Tax Mitigation – Legendary Partners, LLC: Who We Are & What We Do
  • Growth Investment Philosophy for Enterprise Partnerships
  • Kent McKown
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