How PE Professionals Protect Their Carry: Financial Planning, Tax Strategies & Trusts Explained

Описание: Are you a private equity professional navigating complex wealth decisions?
Managing carried interest, large capital gains, and multigenerational wealth
requires a fundamentally different approach than traditional financial planning.

In this video, we break down the 3 essential wealth management tools every
PE professional should have in their corner:

1. Financial Planning for Private Equity – Why a single financial plan isn't
enough. Learn how to model multiple scenarios based on carry amount, timing,
and fund performance to protect your financial future regardless of outcomes.

2. Tax Loss Harvesting – How to strategically offset large tax bills triggered
by investment liquidations. We cover how PE professionals can use this tool
to keep more of what they earn during high-income years.

3. Estate & Trust Strategies – The key trust structures and estate planning
techniques PE professionals should consider to efficiently transfer wealth,
reduce estate taxes, and protect assets for future generations.

Whether you're a GP, LP, or operating partner, this video gives you a
holistic framework for managing the unique financial complexities that come
with private equity compensation.

Subscribe for more content on wealth management, tax strategy, and
financial planning for finance professionals.

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⏱ CHAPTERS
0:00 Introduction
1:30 Financial Planning for Private Equity Professionals
5:45 Tax Loss Harvesting Strategies
10:20 Estate & Trust Planning for PE Professionals
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TAGS: private equity wealth management, carried interest financial planning,
tax loss harvesting private equity, estate planning high net worth,
trust strategies private equity, PE professional financial planning,
holistic wealth management, capital gains tax strategy, private equity carry,
wealth management for finance professionals


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VDB Wealth is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.