Private Client Virtual Forum

COVID-19 presents a crisis of unprecedented scale. The decisions you make today to stabilize yourself and your organization can have long-term impacts on your financial position.

Understand every option available to you, from planning strategies to the numerous tax provisions that directly impact individuals, trusts, public and private businesses―including family offices―in the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

Join us for our weekly webinar series designed to help you cut through the chaos and emerge from this crisis in the best position possible.

Dramatic market shifts are causing family offices to reconsider their structures, especially family office compensation arrangements that are based on public market valuations. These same dynamics are creating opportunities for additional income and transfer tax planning with respect to family investment partnerships.

During our interactive discussion, we’ll consider responses to and tax planning opportunities presented by COVID-19 and address relevant tax provisions under the CARES Act, and we’ll respond to your specific questions.

Have a question on structure impacts or operations of your family office and investment partnerships you would like us to answer (anonymously)? Click here to submit your query.

SPEAKERS