Andersen Global
Your Fund Strategy is Multifaceted. We Streamline the Roadmap.
Value enhancement requires acute attention to opportunity and risk. Andersen works with you to build customized roadmaps for investment partnerships and managing principals through the journey of exploration, due diligence, raising capital, investing, long-term planning and exit or liquidation. Our independent, client-centric engagement model for alternative investment funds and principals is versatile, effortlessly adapting to fulfill your robust needs.
Managing Investment Fund Tax Exposure to Income from Staking Cryptocurrencies
By allocating and/or apportioning expenses (which otherwise may be non-deductible portfolio deductions), an investment fund could substantially reduce ordinary income, UBTI, and/or ECI.
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How We Can Help
Alternative Investment Fund Solutions to Take You Anywhere
Setting Up Shop
Structuring your general partnership and management company sets the stage for future decisions, goals and planning for all stakeholders. An Andersen advisor can help you better understand the pros and cons of each structure so you can make the right decision for your fund and your personal financial future.
Managing the Fund
Successful funds build a productive portfolio by integrating the tax strategies of all fund stakeholders, ensuring all elements align with the fund’s ultimate objectives. Andersen has the expertise and practical experience to aid any fund in helping scale assets and understand the impact to the management company, fund and principals.
Proactive Planning
With increased scrutiny on asset managers, taking a consistent approach to tax planning starting at the individual level is an essential step to avoid unnecessary red flags. Additionally, effective planning at the partner level results in increased efficiencies for the CFO. An advisor who can integrate fund interests with personal circumstances can free up internal mindshare to focus on your next phase of growth.
Divestments, Exits & Fund Dissolution
Dispositions, transfers of capital, and other late-stage events can create opportunities that add significant value to the funds and investors. Working with Andersen throughout the life cycle of each of your funds puts all stakeholders in the best position when it comes time to wind down.
Services
Tax Compliance
Experienced Andersen professionals can help your business or fund optimize tax processes and structures, meet tax compliance requirements on time and avoid tax penalties.
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Fund Formation & Structuring
Whether forming your first, second or 100th fund, Andersen tax professionals collaborate with fund managers to develop tax-efficient strategies aligned with the fund's objectives.
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Controls, Processes, and Procedures Advisory
Andersen can support the foundation of the business and provide strategic and scalable expertise on key focus areas.
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M&A Financial Transactions
Andersen brings the right mix of financial experience and tax technical expertise to support all aspects of M&A transactions, with an aim to establish longstanding relationships post transaction and thereafter.
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Family Office
No matter how sophisticated your family office’s needs may be, Andersen has the breadth and depth of knowledge that can only come from experience.
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Wealth Transfer
Andersen takes a holistic approach in identifying and solving complex financial and family issues involved in transferring wealth among generations.
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Asset Valuations & Analysis
Andersen has extensive experience in valuing a wide range of assets. Our professionals will assist you in valuations to offer supportable analyses designed to withstand review by third parties.
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