Fee-only advisors for private equity partners, principals, and fund professionals.
PE professional wealth is uniquely complex: carried interest (long-term-gain-qualified with 3-year holding rule), GP commitment (capital call funding obligations), deferred compensation (vesting schedules with 409A constraints), portfolio company stock (QSBS-eligible in some cases), illiquid personal investment. Sophistication on the investing side
Situations we handle
- Carried interest taxation — 3-year rule, how do I optimize?
- GP commitment — how do I fund without liquidity issues?
- Portfolio company QSBS — am I eligible and how do I stack?
- Deferred carry — 409A implications, when to vest?
- Illiquid personal wealth — credit line strategy?
- Multi-fund allocation — how much exposure to my own firm?
Why a specialist. PE professionals are sophisticated investors but often under-served on personal financial planning — their firms don't offer it, generalist advisors don't know carry taxation mechanics, and their own time is expensive. A specialist fee-only advisor models carry, GP commitment, and QSBS alongside personal wealth, and has seen enough PE partners to spot the common mistakes (overweight on own firm, underprepared for liquidity cycles, missed QSBS opportunities).
Tools & guides
Carried Interest After-Tax Calculator
Model the after-tax proceeds from carried interest under the 3-year holding rule.
Private Equity Wealth Planning Guide
Detailed framework — rules, tradeoffs, and common mistakes.
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Fee-only advisor with no commission conflict. Free match.