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Your family office and creating the right structure

Formalized planning is critical for complex family offices


Creating an effective family office requires weighing variables like investment management concerns and concierge services needs, while also considering complex tax obligations. For instance, with the new tax legislation and a disallowance of itemized deductions, some families have structured their offices as a corporate general partner or a corporate managing member of a partnership or LLC to improve tax efficiencies. There are a variety of other business and investment issues families face and having the right structure can make all the difference for a thriving enterprise now and for generations to come.

David Stein, partner at Withers Bergman LLC, shares important insights on creating the optimal family office structure. Watch the video below.

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