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

‐ Oct 31, 2022 3:00pm

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.



Concurrent Session Onsite and Online

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