TAX2514. Family Office Hot Topics

This session 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:

• Evaluate recent case law and judicial developments impacting family offices.
• Assess tax matters concerning the formation of the family office.
• Analyze leading practices for structuring investment partnerships.
• Interpret trends and other developments for single family offices.