Family Office Fundamentals

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.

Partners Jack O’Brien and Christine Ayako Schleppegrell were joined by Mike Abbriano from Apogee Compliance during one of our recent Family Office Fundamentals webinars to discuss the family office regulatory landscape.

Please join us for our kickoff panel, which will focus on the fundamentals of family office structuring and governance. Our panelists will touch on the purpose and benefits of a family office vehicle, costs and commitments, and benchmarks for success and accountability.