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Is a Family Office the Right Fit For Your Client: When, Where, How and Why?



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In their exclusive LISI Webinar, Alan Gassman, Christopher Denicolo and John Beck will review the following concepts that examine whether a family office is a good fit for your high net worth clients:
 
1.  Practice aspects of Family Offices
 
2.  Income tax advantages, including the deductibility of o investment advisory and investment related expenses. 
 
3.  What the case law tells us about related party structuring and substance over form. 
 
4.  Section 469 issues. 
 
5.  Choice of entity and jurisdiction for operations. 
 
6. Practical considerations for choosing and hiring inside and outside professional advisors. 


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