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Insurance Law for Common Interest Communities: Condominiums, Cooperatives, and Homeowners Associations
Key Considerations in Setting Up a Family Office
Key Considerations in Setting Up a Family Office
Single family offices have multiplied in recent years and the trend has prompted many clients to ask the question ��� ���should I have a family office?��� This presentation provides an overview of the important considerations in setting up a family office from the perspective of a tax and estate planner, a corporate and securities lawyer, and a family officer advisor and author of The Complete Family Office Handbook.
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Topics will include:
- What is a family office and when a client should consider establishing one relative to other options in the market
- Review of common structures and related tax implications
- Compliance, fiduciary and risk management considerations in running a family office, including the application of the SEC���s family office ���rule���
Product Details
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RP2106TFOOLC
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