Qualified Opportunity Zones: A Family Office Perspective

The significant tax benefits offered through investing in Qualified Opportunity Funds are attractive to many investors, but family offices have unique risks and opportunities that should be considered before including this tax-savings vehicle in their investment strategies. The family’s long-term wealth goals, risk tolerance level and liquidity issues are a few of the considerations that Tax Principal Shashi Singal writes about in the NYSSCPA’s TaxStringer publication.

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Shashi Singal Shashi Singal is a Partner at Grassi and brings over 20 years of diversified tax and accounting experience to the firm. Shashi has expertise in strategic tax planning, projections and compliance. She provides guidance to clients on mergers, acquisitions, corporate restructuring and tax incentives and helps them achieve their full tax-savings potential. She has also advised multinational businesses on the tax implications of both... Read full bio