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National Tax Conference 2019

NTA1921 - Tax Planning for Investment Expenses and Other Considerations for Family Offices

Nov 13, 2019 4:45pm ‐ Nov 13, 2019 5:35pm

Standard: $49.00


Practitioners often interact with family offices of clients and are sometimes asked to provide tax and legal advice with respect to the structure of family offices.  This session will provide a big picture primer for the tax practitioner who works with family offices and their functions. The session will discuss different types of family office structures, choice of entity, income and transfer tax planning, profits interests and governance considerations.

Learning Objectives:
  • Understand the difference in family office structures and required tax planning.
  • Understand governance compliance associated with family office structures.


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