We are not tax advisors, attorneys, or accountants — and we do not provide tax, legal, or accounting advice. What we do bring to client conversations is a working familiarity with the various tax-aware investment structures commonly used by family offices and their advisors, so the investments we sponsor can fit cleanly within strategies your own professionals design.
Catskills Capital Holdings is an investment manager. The structures we sponsor are organized in ways that are commonly understood by the family offices, CPAs, trust counsel, and tax advisors we work alongside — nothing more, and nothing less.
When a family's tax advisor is exploring how a recent capital gain might be addressed, or when counsel is weighing whether a like-kind exchange could fit a broader plan, we can speak the same language and provide investment-level information about the vehicles we sponsor. The judgment of whether any particular structure is appropriate for a given family always rests with that family and their professional advisors.
We do not sell tax products, prepare returns, or render legal opinions. We coordinate, we participate in conversations with each family's advisors, and we build investment offerings that are organized within widely used frameworks.
Important: Nothing on this page is tax, legal, or accounting advice. Catskills Capital Holdings is an investment manager, not a tax advisor or law firm. Tax outcomes depend on each investor's individual circumstances and applicable law, and may change over time. Prospective investors should consult their own qualified tax, legal, and financial advisors before making any investment decision.