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Entries tagged “family limited liability companies”

Is This the End for Valuation Discounts in Family Wealth Transfers?

insights Is This the End for Valuation Discounts in Family Wealth Transfers? Melinda Fellner · Is This the End for Valuation Discounts in Family Wealth Transfers? Lisa Weinstein Burns · Is This the End for Valuation Discounts in Family Wealth Transfers? Filmore E. Rose · Is This the End for Valuation Discounts in Family Wealth Transfers? Scott Ross · September 29, 2016

Wealthy families for decades have been successfully utilizing illiquid, minority interests in business entities such as family limited partnerships (FLPs), family limited liability companies (LLCs), and closely-held corporations to transfer wealth to the next generation or beyond at significantly discounted valuations. These entities commonly hold closely held business interests, real estate, or other investment assets,…

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