Carried Interest Transfer Valuations

Carried Interest Transfer Valuations

Authoritative guidance on this issue is scarce

During the most recent presidential election, it was reported that Mitt Romney had more than $100 million in his individual retirement account.1 How did that happen? Likely, it was a result of the same magic strategy that allows family trusts of fund managers to fill up with riches year after year: a transfer of carry.2 

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish