TAX2321. Family Office Hot Topics

Eric Johnson and Mark Bauters from Deloitte Tax LLP will cover recent hot topics for single family offices, including an overview of recent case law and judicial activity, tax matters concerning the formation of the family office, leading practices for structuring investment partnerships, and looking ahead to observed trends and other developments.

Learning Objectives:

• 1. Consider recent case law and judicial developments impacting family offices
• 2. Review tax matters concerning the formation of the family office
• 3. Analyze leading practices for structuring investment partnerships
• 4. Recognize observed trends and other developments