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Tax Planning › Investment Management › Family Offices

Schwabe, Williamson & Wyatt PC

What Is a Family Office… And Do We Need One?‎

Schwabe, Williamson & Wyatt PC on

Generally speaking, family offices are established by families with complex and varying interests to manage investments and provide other services to family members, most commonly associated with business holdings. Family...more

McDermott Will & Schulte

Family Office Symposium 2025 | Key Takeaways

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McDermott’s Family Office Symposium 2025 brought together more than 400 single-family office executives and industry leaders to uncover new opportunities, exchange best practices, and strengthen relationships. Focused on the...more

Walkers

The future of family offices: Evolving needs, enduring structures

Walkers on

Across the globe, second and third generations are inheriting significant wealth and with it, the opportunity to professionalise how their family manages, governs and grows that wealth. Many are establishing dynamic,...more

Bennett Jones LLP

High-Net-Worth Investors to Boost Growth in Private Equity: Opportunities, Risks and Other Important Considerations

Bennett Jones LLP on

Globally, private equity is expected to double its current assets under management (AUM) to US$12 trillion by the end of 2029, driven in large part by private wealth investors, according to new Preqin research....more

McDermott Will & Schulte

Key Takeaways | Family Offices: Evolution & Efficiencies

McDermott Will & Schulte on

This session of the Private Client West Coast Forum 2024 focused on recent developments, including income tax planning to support investment performance, executive compensation planning, private placement life insurance...more

Morgan Lewis

10 Frequently Asked Questions on Starting a Family Office

Morgan Lewis on

In the last decade, family offices have become increasing popular vehicles among high-net-worth individuals and families looking for more formalized investment management, tax planning, estate planning, and philanthropic...more

Williams Mullen

IRS Gets “Bageled” in Tax Court Over Family Office Expenses

Williams Mullen on

A recent case, Lender Management LLC v. Commissioner of Internal Revenue, T.C. Memo. 2017-246, has created a window of opportunity for family offices to restructure their affairs and potentially deduct certain family office...more

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