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
-
Structure vs Practicality
-
Domestic vs Offshore wealth
-
Next generation involvement and transfer of wealth
-
Tax and Regulation considerations - Effects of the new Administration
-
Single Family Office vs Multi-Family Office structures
-
Placement of family operating businesses.
-
Family Office Mechanics
-
Organizational Considerations
-
What are the biggest mistakes people make when setting up a family office?
-
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