Navigating the private equity ecosystem — with clarity, speed and foresight

Private Equity Tax

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Private equity’s next chapter demands an integrated tax strategy

Private equity leaders face extended investment horizons, increased pressure from limited partners for liquidity, challenging fundraising conditions, geopolitical risks, and evolving regulations. These dynamics are transforming fund structures, capital deployment timing, exit strategies, and capital returns. Effective tax strategy is essential to navigate this complexity, enabling the unlocking of capital, maximizing after-tax benefits, and driving sustainable value throughout both the fund and portfolio company lifecycle.

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Precision tax solutions across the private equity ecosystem

General partners and family office

Enabling control and alignment through smart tax strategy.

From establishing compliance requirements to help manage philanthropy and charitable giving, carry tax structuring, and estate, trust and gift planning, we understand the daily challenges private equity owners, family offices and general partners can face. Understanding each private equity organization can face a unique set of challenges relative to its industry sector and stage of maturity, PwC’s Private Equity Tax Services helps provide a customized, tailored solution specific to your organizations’ needs and strategic goals. Driven by highly technical, industry-specific knowledge and coupled with industry-leading knowledge technology.

Management companies

Driving profitability with operational tax precision.

Tax considerations for management companies impact compensation, entity choice, and partner allocations. PwC provides guidance on pass-through optimization, partner deferral structures, and global expansion while addressing evolving state and local tax dynamics and investor expectations.

Funds

Managing global complexity with consistency and control.

Large private equity funds require scalable tax operations across jurisdictions and asset classes. PwC brings together centralized tax management, automation, and strategic guidance to handle fund-level compliance, investor allocations, ESG reporting, and global tax reforms.

Portfolio companies

Aligning tax with enterprise value creation.

From acquisition through exit, portfolio companies demand agile tax planning. PwC helps firms navigate buy- and sell-side diligence, post-deal integration, restructuring, transfer pricing, and IPO readiness — unlocking value and minimizing friction in transaction-heavy environments.


Contact us

Amy McAneny

Amy McAneny

Asset and Wealth Management & Private Equity Tax Lead, PwC US

Ryan  Schneider

Ryan Schneider

Asset and Wealth Management Tax Leader, PwC US

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