News & Insights
Marc Stephen Shuster, Panelist, "Family Office Structure Challenges: Setting the Stage for Managing a Family Office in Today's World, Family Office Winter Forum
March 23, 2021
Family Office Structure Challenges: Setting the Stage for Managing a Family Office in Today’s World
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Structure vs Practicality
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Domestic vs Offshore wealth
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Next generation involvement and transfer of wealth
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Tax and Regulation considerations - Effects of the new Administration
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Single Family Office vs Multi-Family Office structures
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Placement of family operating businesses.
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Family Office Mechanics
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Organizational Considerations
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What are the biggest mistakes people make when setting up a family office?
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What are best practices for succession planning among family members and professional staff within a family office?
Moderator:
Alexandra Cook, Sunburst Enterprises, LLC
Panelists:
Marc Stephen Shuster, Berger Singerman LLP
Thomas Haug, Aspen Tree Advisory
