United States

How to transfer carried interest


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With interest rates currently at record lows, and private funds generating strong returns, now is an ideal time for general partners (GPs) to review their estate planning so as to pass on wealth with minimal estate and gift taxes.  In light of possible changes coming for the rules governing interest transfers, this article, featured in Private Funds Management 2016 Yearbook, discusses why GPs would be wise to consider gifting the ownership of carried interest and getting it properly valued. 

Lindsay Hill, valuation services director at RSM US, shares insight as to why GPs should consider transferring carry, when is the best time do to so as well as how carried interest is valued. 





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