From the Family Office

Family Office Investments and Business Interest Proposed Regulations

Many taxpayers during this 2018 tax season will see differences not only in the amount of their estimated tax but also in the filing process. Family offices will experience changes to once familiar tax rules and a broadened tax base. To top it off, many tax forms have taken on… Read more »

Tax Advantages of Family Office Structure
Concept can take many shapes and sizes

As a family grows and transitions toward succeeding generations, not all family members may be interested in or have the skills appropriate to managing the family’s assets. At the same time, the family’s assets may be chunky, or it may be difficult or undesirable to divide the assets to give… Read more »

After Tax Reform, Don’t Always Think Outside the Box
Reevaluate whether existing foreign investment holdings continue to be tax-efficient and consider reorganizing them

The tax reform act enacted in December 2017 (commonly referred to as the Tax Cuts and Jobs Act or TCJA) significantly altered the landscape of U.S. taxation of foreign investments. Historically, U.S. individuals preferred to own foreign investments directly or through entities classified as partnerships for U.S. federal income tax… Read more »

Is Your Company’s Tax Department a De Facto Family Office?

Many of today’s family offices began as the back office of a privately held company. In such companies, tax department staff members often provide services to the company’s owners and become indispensable. As a result, long after the operating business is gone, the back office lives on in the form… Read more »

Tax and Benefits Considerations for Service Providers for Family Offices

Family offices compete for talent with the top investment advisory firms, investment banks, law firms, accounting firms, other family offices, and other organizations. These talented service providers are typically sophisticated and well aware of tax-efficient and creative ways that individuals are compensated in the general marketplace (including private equity and… Read more »

Family Office Investments and Business Interest Proposed Regulations

Tax Advantages of Family Office StructureConcept can take many shapes and sizes

After Tax Reform, Don’t Always Think Outside the BoxReevaluate whether existing foreign investment holdings continue to be tax-efficient and consider reorganizing them

Is Your Company’s Tax Department a De Facto Family Office?

Tax and Benefits Considerations for Service Providers for Family Offices

Tax Advantages of Family Office Structure
Concept can take many shapes and sizes

After Tax Reform, Don’t Always Think Outside the Box
Reevaluate whether existing foreign investment holdings continue to be tax-efficient and consider reorganizing them