“Running a multi-strategy fund was like juggling flaming torches, each one representing a different tax challenge. Our previous tax advisors were always playing catch-up, and I felt like we were leaving money on the table with every filing.
Enter Barr Advanced Tax Solutions. From day one, they approached our fund’s complexity not as a problem, but as an opportunity. They dissected each of our strategies – long/short equity, global macro, merger arbitrage, you name it – and crafted a holistic tax approach that turned our diversity into a strategic advantage.
Their mastery of the Tax Cuts and Jobs Act allowed us to optimize our tax position across all our strategies. They implemented a carried interest strategy that saved us millions, and their Pre-Tax Investing approach opened up new capital inflows we never thought possible.
The numbers speak for themselves. In two years, we’ve grown from $400 million to $2.1 billion AUM. Our after-tax returns have improved by 28%, and we’re now able to attract top talent with our tax-efficient compensation structures.
But perhaps most impressively, Barr’s partnership with Sabur PWM has transformed our capital raising game. We’re now the go-to fund for tax-savvy ultra-high-net-worth individuals and family offices. We’re not just managing multiple strategies; thanks to Barr, we’re excelling at all of them.”