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    Key Considerations in Setting Up a Family Office

    Key Considerations in Setting Up a Family Office
    CLE 90 min

    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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      1.50 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

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      Available for credit

      1.50 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • Substantive Law

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      1.50 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      06/28/2024

    2.00 total credit hours including

    • General

      Status:

      Approved

      2.00 credit hours

      Available until:

      12/31/2023

    1.50 total credit hours including

    • General

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      Available for credit

      1.50 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      12/31/2023

    1.50 total credit hours including

    • General

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      1.50 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

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      Self apply

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      Available until:

      06/28/2026

    1.50 total credit hours including

    • General

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      1.50 credit hours

      Available until:

      12/31/2023

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

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      Applied for

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      Available until:

      06/28/2024

    1.80 total credit hours including

    • General

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      1.80 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      06/28/2024

    0.00 total credit hours including

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      1.50 credit hours

      Available until:

      06/29/2024

    1.50 total credit hours including

    • General

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      Available for credit

      1.50 credit hours

      Available until:

      06/28/2024

    1.80 total credit hours including

    • General

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      Reciprocity

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      06/28/2024

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      06/28/2026

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      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      12/31/2023

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      06/28/2024

    2.00 total credit hours including

    • General

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      Approved

      2.00 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • Substantive

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      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      06/28/2024

    1.80 total credit hours including

    • General

      Status:

      Approved

      1.80 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • Law & Legal Procedure

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      1.50 credit hours

      Available until:

      06/28/2026

    1.80 total credit hours including

    • General

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      Applied for

      1.80 credit hours

      Available until:

      06/28/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

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      Available until:

      06/28/2024

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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���

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