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. The panel will review these and other critical issues:
- When is granting a profits interest a taxable event?
- What criteria must be met for a family office to be considered a “trade or business?”
- Planning for the unknown: How can family offices prepare for possible legislative and regulatory changes?
- Which entity and structuring options are the most appropriate for family offices?
- How can a family office efficiently structure investments in certain asset classes (e.g., crypto, private aircraft, art)?
For more information and to register, please visit the event page.