Proactive intelligence
We monitor tax positions continuously, not just at deadline. Early insights mean faster decisions and no year-end surprises for you or your LPs.
SERVICES
Tax
Tax services built for the complexity of private capital.
At Gen II, we treat tax as a strategic advantage, not a reactionary year-end process. Our coordinated operational approach helps you navigate increasing regulatory complexity, evolving fund structures, and the globalization of investments.
The expertise that turns tax complexity into fund clarity.
Global reach, local precision
From U.S. federal filings to EU cross-border returns, our team accurately covers every jurisdiction your fund structure touches.
Investor-grade accuracy
K-1s, K-3s, footnotes, and equivalents, all delivered with the precision your LPs and auditors expect. Every fund, every cycle, every time.
LIFE CYCLE
Every filing, managed.
Gen II manages the complete tax lifecycle from the moment your fund launches to the final distribution.
Open Foundations
01
STAGE 01
Foundations
Smart entity formation and jurisdictional structuring to build tax efficiency into your fund from day one. The right setup now means fewer complications at every stage ahead.
Open Ongoing compliance
STAGE 02
Ongoing compliance
Open Investor reporting
STAGE 03
Investor reporting
Open Audit & resolution
STAGE 04
Audit & resolution
Built to handle complexity. Everywhere and anywhere.
Gen II's tax capabilities are purpose-built for the full scope of private capital — from straightforward federal compliance to sophisticated multi-jurisdiction structures and cross-border filings.
Federal & State Tax Compliance
The full domestic picture: federal partnership returns, K-1s and K-3s reporting, foreign information filings, and state compliance across every jurisdiction your fund reaches.
FATCA/CRS Reporting
Comprehensive FATCA/CRS reporting that keeps your fund transparent, compliant, and on the right side of cross-border information exchange obligations whererever your investors are based.
Tax Operations Services
End-to-end support for tax accruals, withholding calculations, audit assistance, and the compliance functions that keep your fund running without interruption.
European Tax Services
Dedicated expertise across Europe's major financial centres — Luxembourg, UK, Jersey, Guernsey, and Ireland. From annual returns to complex multi-jurisdiction filings, we navigate the European regulatory landscape so your structures perform exactly as intended.
CONTACT US
Let's find the right solution for your fund.
- Connect with a tax specialist in your primary jurisdiction
- See how Gen II removes inefficiencies and eliminates gaps between your teams
- Receive a response within 1-2 business days
OTHER SERVICES