By leveraging our deep experience in the Private Markets, we deliver personalized financial services and modeling capabilities for Private Markets leaders and General Partners. Having advised a multitude of GPs through balance sheet transactions, known as GP stakes sales, Crest is positioned to help optimize a GP’s financial strategy across the personal balance sheet and integrate each strategic consideration — tax, estate, and investment portfolio — within the practice’s family office operational services.
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Liquidity, tax, and estate strategy for GP’s personal balance sheet optimization
Planning Carry and GP interests as a generational wealth asset
Capital call, distribution, and liquidity management
Optimizing our GP’s Financial Relationships, GP Interests, and Operations
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