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Building Your Team: CPA, Attorney and Financial Adviser

Who to talk to before investing in a private fund, and what to ask each of them.

5 min readIs investing right for you?

Fund counsel represents the fund and its manager, not you. Independent advisers help you evaluate fit and terms.

  • CPA / tax adviser: K-1 timing, state filings, passive-loss rules, holding in an IRA.
  • Attorney: reviewing the LPA and subscription agreement, entity investing, estate planning.
  • Fee-only financial adviser: position sizing, liquidity planning, overall allocation.

Bring the full document set and allow time. A reputable sponsor will not pressure you to sign before your advisers finish.

Your journey

More on this stage: Deep Dive: How 506(c) Accreditation Verification Works · Deep Dive: Calculating Net Worth Without Your Home · Deep Dive: Talking It Through as a Household

Start the next stage: Phase 2: Now you think you are an investor

← PreviousCould You Lose the Entire Investment, and Be Okay?Next →Phase 1 Recap: Your Personal Readiness Checklist