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2022 AICPA & CIMA National Tax & Sophisticated Tax Conference

NTA2213 - Does Your Family Need an Office: Legal and Tax Structures in Organizing or Restructuring a Family Office

Oct 31, 2022 2:10pm ‐ Oct 31, 2022 3:00pm

Standard: $49.00


This session reviews the origins of Family Offices in the United States; the current regulatory structure(s) that support high net worth and ultra-high net worth families; and the services provided to those families. During this presentation, participants will be provided with practical advice and high-level tax guidance in the design and implementation of a family office as well as establishing, and working with, collaborative teams. A case study will be reviewed illustrating the various stages of the development of a family office.

Topics covered will include charitable tax planning, family limited liability companies, family limited liability partnerships, family social media policies, grantor and non-grantor trusts, philanthropy, qualified plan design, risk management and insurance, trust reformation, and wealth management.

Learning Objectives:
  • Identify the various types of family office structures.
  • Determine risk management solutions for multiple businesses controlled by a family office.
  • Apply private family foundations and charitable contributions to mitigate standard deviation in an investment portfolio.


  • Thomas N. Tillery, MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®, Vice President/Chief Compliance Officer, Paraklete Financial, Inc.®
Category: Concurrent Session Onsite and Online

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