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Investment Partnerships

Particularly for larger investments, it sometimes makes sense to enter into a formal or informal partnership. The strategies below offer a starting point when considering such a strategy. The scenarios in no way offer advice or guidance or opinions on tax or legal strategy. Before making an investment of any form in a partnership arrangement, appropriate legal and accounting advice should be sought from licensed professionals.

Investing Partnership Strategies

In a partnership situation where we the Partner is sole financier, there are a number of structures, depending on relationship to Partner, and type of investment:

Scenario 1: Family funded

Scenario 2: Partner funded-we are not on title and have no interest

Scenario 3: Partner funded-we are on title as TICs and have Partnership

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