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06 - When to Form a Family Office

‐ May 24, 2016 11:35am

This session will discuss the factors involved in making the decision to form a family office, as well as provide tools and information to help make an informed decision. Attendees will understand:
• How to have a discussion with a family regarding the formation of a family office
• What constitutes a family office, as well as some of the issues when making this decision
• The structure and staff of a family office


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