Brian M. Sweet, Counsel

As a growing number of our clients, especially founders and entrepreneurs, include “direct” investments in startup and early-stage companies in their personal and family investment plans, we are often asked to consider when the capital of a family trust or other entity – rather than an individual’s personal capital – should be deployed.

Drawing on our experience providing planning advice relating to founder equity, as well as advising multigenerational families and their family offices regarding the legal and tax aspects of investments, we have provided here some thoughts to consider when aligning direct investments with other family planning objectives.

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