Family Office Fundamentals

Join us for a practical discussion on how family offices can responsibly adopt AI technologies, evaluate AI-related investments, and manage the legal and governance risks associated with this fast-moving space.

Join us for a practical, in-depth discussion on the legal frameworks that shape successful co-investment and club deal structures. Our panel will explore key structuring considerations, common pitfalls, and emerging market trends impacting family offices.

Please join us for our kickoff panel in which we will explore recent legislative, regulatory, and enforcement developments with a focus on federal tax changes, Internal Revenue Service guidance and audit trends, and entity structuring considerations through the family office lens.

Please join us for a panel discussion on the rapidly evolving landscape of data privacy and document retention for family offices. Our panelists will offer proactive guidance on the legal obligations around data privacy compliance, incident response, and best practices for document retention to mitigate risk.

Join us for a one-hour panel that will focus on the deployment of capital by family offices. Our speakers will discuss the key building blocks of family office investment portfolios, including fund formation, fund investments, direct investments, and co-investments.

Please join us for a panel discussion on the shifting tax landscape for family offices. Our speakers will discuss federal income tax changes, as well as how to prepare for Internal Revenue Service (IRS) campaigns and enforcement actions, navigate the IRS’s Global High Wealth Program and high wealth audits, and implement tax-related legal best practices.