Family Office Tax Update: Foundational Principles and Emerging Issues

A family office manages investments for a wealthy family with the primary goal of increasing and transferring wealth across generations. In the United States, analysts estimate that total family office assets under management are over $6 trillion. In many instances operating in a manner substantially similar to private equity or hedge funds, family offices can avail themselves of certain tax benefits if properly structured around the unique fact patterns of a family.

Listen as our panel of family office experts discusses how family offices can continue to adapt to the ever-changing tax landscape in light of legislative and regulatory uncertainty.