Warren has extensive skill representing high net worth individuals, family offices, as well as various hedge funds, private equity funds, fund-of-funds, broker/dealers, investment management companies, and Registered Investment Advisers. He has extensive experience working with trusts, as well as, traditional partnerships, corporations (both public and private). He provides business consulting, planning (federal, state and estate), and compliance services to all types of financial services industry clients and General Partners. He has broad experience across the financial services industry and has worked with startup managers as well as multi-billion dollar managers.
Warren represents many clients that have been selected for audit by the Internal Revenue Service (in the United States) and state taxing authorities. He is an expert in US federal and state income taxation relating to investment management businesses, investment funds and their high net worth owners. And has also developed complex tax-efficient structures, including domestic and offshore funds/blockers, consolidated returns, qualified subchapters “S” subsidiaries, and limited liability companies.
Warren is a regular contributor to various print and electronic hedge fund resources.