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Tailored tax strategies for asset managers – built for complexity, regulatory change, and investor expectations.
Asset and wealth management tax
Fueling performance with a smarter, investor-focused tax strategy
In today’s market, tax isn’t just compliance—it’s a performance driver. As fund structures evolve and investors expect more, you need tax strategies that flex with growth, reduce friction and stand up to scrutiny. We bring clarity across jurisdictions, products and partners—so you can unlock capital, enhance returns and move at the speed your strategy demands.
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Navigating tax complexity with tailored sector solutions
- Private equity
- Private credit
- Hedge funds
- Regulated investment companies (RICs)
- Fund of funds
- Venture capital
- Emerging managers
Private equity
Structuring across borders and investment lifecycles.
Private equity firms face multifaceted tax considerations across fund formation, acquisition structuring, and exit planning. PwC delivers solutions tailored to portfolio company tax attributes, efficient tax planning for GPs and LPs, and planning for liquidity with financing, CVs, or other strategies – supported by global tax insights and deal-cycle integration.
Private credit
Driving yield while managing withholding and ECI risk.
Private credit strategies involve layered tax complexity—across leveraged blockers, insurance-dedicated vehicles, and a variety of treaty-based structures. PwC helps managers optimize investor outcomes while mitigating tax exposure tied to cross-border lending, withholding regimes, and state tax footprints.
Hedge funds
Balancing trading agility with tax-enhanced reporting.
Hedge fund managers must navigate tax issues tied to investor types, securities strategies, and cross-border flows. PwC provides consulting services to address UBTI, ECI, and a myriad of tax adjustments, while leveraging advance technology solutions to analyze and help optimize high-volume trading and investor-level allocations.
Regulated investment companies (RICs)
Enhancing compliance, distribution, and shareholder reporting.
From Subchapter M compliance to spillover dividend optimization, RICs demand rigorous tax oversight. PwC supports fund complexes with planning around asset diversification, income qualification, excise tax mitigation, and FATCA/CRS reporting—backed by fund-specific technology tools and deep mutual fund tax experience.
Fund of funds
Driving tax efficiency across layered investment structures.
Fund of Funds managers juggle investor needs, cross-border complexity and structural nuances. PwC helps align tax strategy with the fund’s business model—so you can manage compliance, enhance transparency and deliver tax outcomes across the investor base.
Venture capital
Supporting innovation with scalable, founder-friendly tax strategies.
Venture capital firms operate in unique environments with tax support needed across fund structuring, early-stage investments, and exit events. PwC helps VC funds manage QSBS eligibility, compensation planning, and international expansion—while maintaining investor transparency and compliance at scale.
Emerging managers
Building institutional trust through tax alignment.
Early-stage managers must establish credibility with investors, regulators, and service providers. PwC helps new funds design tax-efficient structures, manage GP/LP obligations, and scale operations with embedded compliance—positioning firms for long-term growth and fundraising success.
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