An increasing number of investment fund managers are returning outside investor capital in order to focus on managing their personal and/or family wealth. The decision to “go private” can be driven by a number of factors, including dealing with an ever more complicated regulatory environment, fee compression,
increasing difficulty in finding alpha in stretched markets, the advancing age of the principal, or even as one of our clients recently told us: ”You know, it’s just not fun anymore.”

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Senior Director/Family TaxNorthern California

The Senior Director/Family Tax serves as a trusted tax advisor to the family regarding tax matters.  The incumbent is responsible for guiding the family in respect of a myriad of tax issues, including  individual tax, trusts, estate tax, partnership tax, Subchapter S tax, gift tax, and private foundations.  The Senior Director/Family Read More