Fund Tax Advisors for Family Offices
52 fund tax advisors at 12 firms name family offices among their clients. The practices listed most: fund tax (52), private equity funds (36) and hedge funds (18). The most are at EisnerAmper (11), Holthouse Carlin & Van Trigt (HCVT) (9) and CohnReznick (6). Main offices: New York (11), Chicago (6) and Orange County (4).
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A to Z by surname
52 people · 1–50
DirectorBaker Tilly
Frisco, TXPractices: Private equity funds, Real estate funds, Hedge funds
Retired PartnerPlante Moran
Chicago, ILPractices: Private equity funds, Venture funds, Real estate funds
PartnerEisnerAmper
San Francisco, CAPractices: Private equity funds, Venture funds, Hedge funds
PartnerPlante Moran
Chicago, ILPractices: Private equity funds, Venture funds, Real estate funds
PartnerEisnerAmper
West Palm Beach, FLPractices: Private equity funds, Real estate funds, Hedge funds
PartnerPlante Moran
Chicago, ILPractices: Private equity funds, Venture funds, Real estate funds
PartnerHolthouse Carlin & Van Trigt (HCVT)
Orange County, CAPractices: Private equity funds
PrincipalCLA (CliftonLarsonAllen)
Addison, TXPractices: Private equity funds, Real estate funds
PrincipalHolthouse Carlin & Van Trigt (HCVT)
Fort Worth, TXPractices: Private equity funds
PrincipalCLA (CliftonLarsonAllen)
Tampa, FLPractices: Private equity funds, Real estate funds
PartnerPKF O'Connor Davies
New York, NYPractices: Private equity funds, Venture funds, Hedge funds
Managing PartnerEisnerAmper
West Palm Beach, FLPractices: Private equity funds, Real estate funds
PartnerEisnerAmper
Iselin, NJPractices: Private equity funds, Venture funds, Secondaries
Tax PartnerCohnReznick
Chicago, ILPractices: Private equity funds, Real estate funds, Hedge funds
PrincipalBaker Tilly
Redwood City, CAPractices: Private equity funds, Venture funds, Real estate funds + 1 more
PartnerHolthouse Carlin & Van Trigt (HCVT)
Fort Worth, TXPractices: Private equity funds
PrincipalCLA (CliftonLarsonAllen)
Orlando, FLPractices: Private equity funds, Real estate funds
PartnerCohen & Co
Cleveland, OHPractices: Private equity funds, Private credit funds, Hedge funds
Who is listed here comes from each firm’s own public bio page: the practices, clients and offices it names. Nobody pays to be listed or to rank.