Free guides written for partners and spouses — not finance professionals. Understand carry, fund documents, and your rights.
LP reporting obligations, information rights, and what you can legally access about your family’s carried interest — even if nobody told you.
An annotated walkthrough of Schedule K-1 for carried interest holders. Where to find clues about fund performance, carry allocation, and distribution timing.
Trusts, LLCs, timing of transfers, and illiquidity considerations for families with carried interest. A practical planning guide.
Move from vocabulary to interrogation strategy. What to ask your spouse, your attorney, and your forensic accountant about carried interest.
Transferability, secondary market options, trust structures, and planning strategies for community property carried interest — while married and during divorce.
A tactical guide to navigating community property carried interest during divorce — from vesting schedules and keyman provisions to title inflation red flags and the discovery process.
A deep dive into how forensic accountants allocate carried interest between community and separate property — including the Nelson method, life of the fund approach, time rule, and hybrid models.
The questions to ask, what to listen for, and the red flags to watch out for when hiring a forensic accountant for a carried interest divorce case.
The complete guide for partners and spouses who want to understand carried interest — what it is, how it works, and why it matters to your family.
K-1s, distribution notices, capital calls, LPA signature pages — a plain-language guide to every document that crosses your kitchen table when your spouse works in venture capital.
The essential glossary of carried interest terms — every word you need to know, explained in plain English for non-finance professionals.
Your spouse's carried interest isn't just a work perk — it's a family asset that could be worth hundreds of thousands or millions of dollars. Here's how to think about it.
A postnuptial agreement isn’t a divorce document. It’s a planning document. For families with carried interest, it might be the most important financial decision you make together.
The 5-minute guide for partners and spouses who want to understand the basics.
K-1s, distributions, annual signature requests explained in plain language.
A visual guide to how money flows from fund exits back to your family.
What California law says you can ask to see — and what you're entitled to.
How to plan around illiquid assets and transfer value before distributions arrive.
Your K-1 contains clues about fund performance. Here's how to find them.
Understanding timelines, lock-ups, and why carry is delayed gratification.
The essential glossary — every term you need to know, in plain English.
Reframe carry from 'my spouse's work thing' to 'our family asset worth planning around.'
Make financial decisions while you're still in love. Flagship free content.