October 2024

The (Potential) Tax Benefits of Establishing a Family Office

B2C, Blog, Individual Strategies /

Family offices have been rising in popularity in recent years. These specialized companies focus on managing the wealth and the personal affairs of a family. Oftentimes, established, high-profile families need assistance managing their real estate, businesses, trusts, and other assets—this is where the help of a financial advisory team comes in. By working with a […]

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Should Tax Planners Work with Family Offices? Tax Benefits of Establishing a Family Office

B2B, Blog, Individual Strategies /

Established, wealthy families have long leveraged the concept of a “family office” to preserve their wealth, ensure business succession, establish governance and control, and foster their family legacy. This type of specialized company has been gaining popularity—and many of them have been on the lookout for a tax planner to complete their financial advisory teams.

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Should Tax Planners Work with Family Offices? How Family Offices Work

B2B, Blog, Individual Strategies /

In recent years, tax planners have increasingly been recruited to work alongside family offices. If you’ve heard about this trend or received an invitation yourself, you may be wondering what exactly working with a family office would entail. First, let’s start with a simple definition of a family office: A family office is a specialized

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