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Carried Interest Planning—From Structure to Valuation

A core concept in estate planning is gifting or selling those assets with the greatest growth potential

As has been widely chronicled, the increase in asset allocations to hedge and private equity funds by individuals and institutions has been significant for the better part of two decades. With global assets under management (AUM) estimated to be in excess of $125 trillion, the allocation to alternative investments is estimated to be at least $10 trillion.1 Within that category, industry data indicate that over $5 trillion is invested in hedge and private equity funds globally.

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