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Every entity had a reason. Does the overall structure still make sense?

Every entity had a reason. Does the overall structure still make sense?

In our latest Family Offices Series article, Jeffrey Rosen, CPA, CGMA, MBA and I explore the fund, the manager and the investors—and why their roles matter.

We discuss these issues with our clients in the Family Offices / Private Wealth group at Frazier & Deeter.

#FamilyOffice #Tax #TaxPlanning

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