By: Aaron Fleishman, CFA
In our continuing series, we had the opportunity to engage with Aaron Fleishman, a Senior Associate in the Private Markets Advisory division, who shared insights into crafting a solution for our clients.
Recently we had a client who wanted
to invest a substantial amounts of money in deal
by deal private equity deals.
The challenge, however, was twofold.
Firstly, they were uncertain about which deals to invest in,
and secondly, they wanted
to invest in a tax efficient manner.
To address this, we worked
with various departments within the Stone Egg Fleming Group
and devised a bespoke investment structure tailored
specifically for their needs.
Through doing so,
we focused exclusively on our team's private
market advisory deals.
This structure allowed each deal
to be rolled back into the vehicle
and reinvested in a tax efficient manner.
Essentially, what we created was a self replenishing
investment vehicle, which was beneficial for the client
as it provided them with the control
and flexibility they desired,
which met their specified goals.