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Family Offices

Morgan Lewis

10 Frequently Asked Questions on Starting a Family Office

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In the last decade, family offices have become increasing popular vehicles among high-net-worth individuals and families looking for more formalized investment management, tax planning, estate planning, and philanthropic...more

ArentFox Schiff

AI in Family Offices: The Risks of Relying on AI for Decision-Making and Client Services

ArentFox Schiff on

In the evolving landscape of family offices, the integration of artificial intelligence (AI) presents both opportunities and challenges, particularly in terms of fiduciary responsibility and client services. Family offices,...more

Kohrman Jackson & Krantz LLP

Maximizing Wealth: The Worldwide Growth of Family Offices

Many wealthy families in the US and worldwide utilize family offices to manage their assets and various other needs. In March 2024, CNBC reported that the number of family offices topped 4,500 last year, managing over $6...more

ArentFox Schiff

Boilerplate That Matters in Ownership Disputes: An Overview of Indemnification and Advancement Clauses

ArentFox Schiff on

Situations involving family dynamics, significant wealth, and fiduciary duties can be ripe for conflict. Disputes frequently arise among owners and managers of closely held businesses, family office constituencies, and other...more

ArentFox Schiff

AI in Family Offices: A Closer Look at Privacy, Confidentiality, and Fiduciary Responsibility

ArentFox Schiff on

The integration of artificial intelligence (AI) has revolutionized various industries, offering efficiency, accuracy, and convenience. In the realm of estate planning and family offices, the integration of AI technologies has...more

Dentons

Critical Risk Areas Identified in Annual Family Office Survey Report

Dentons on

Family law attorney Tyler Coe covers the new report with insights from Edward Marshall and how it equips family offices with insights that can enhance performance and manage risk to position themselves for success....more

Venable LLP

Political Giving: A Primer for High-Net-Worth Individuals and Family Offices

Venable LLP on

For many years, supporters of a candidate or a cause simply wrote a check and asked friends and colleagues to do the same. But the opportunities to influence elections and public policy have evolved significantly, allowing...more

Katten Muchin Rosenman LLP

Privacy, Data and Cybersecurity Quick Clicks | Issue 17

Katten's Privacy, Data and Cybersecurity Quick Clicks is a monthly newsletter highlighting the latest news and legal developments involving privacy, data and cybersecurity issues across the globe....more

Bradley Arant Boult Cummings LLP

Cashing In, But Without Fully Cashing Out: Liquidity Options for Private Company Majority Owners

Business owners of private companies invest huge amounts of time and resources in their business, which may include the bulk of their financial capital. For owners who do not want most of their net worth to remain tied up in...more

McDermott Will & Emery

[Event] Tax Symposium 2024 - May 14th - 15th, Chicago, IL

Discover the latest global developments and planning opportunities to stay ahead of the curve at McDermott’s Tax Symposium 2024. Join us in Chicago for a full day of programming designed to equip corporate tax leaders with...more

Conyers

Why Choose Bermuda for Private Clients

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Bermuda is a British Overseas Territory with a parliamentary legislature and has been largely self-governing since 1620. It has economic, legal and political stability which attracts international businesses and...more

McDermott Will & Emery

[Webinar] Family Office Tax Series: Compensation Strategies - February 27th, 1:00 pm - 2:00 pm EST

McDermott Will & Emery on

Taxes can have a significant impact on family offices, influencing decisions around structure, investing and overall planning strategies. McDermott’s Family Office Tax webinar series explores the latest trends and guidance on...more

ArentFox Schiff

What Private Companies Need To Consider in 2024: Top 10 Legal Issues

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Private companies and their owners face ever-evolving challenges as the market sees new regulations, new deal trends, and new risks in 2024. Below are 10 issues that the owners and leaders of privately held companies should...more

A&O Shearman

Wealth management by "family offices" in Poland and the licensing requirements

A&O Shearman on

In recent years, there has been an increased interest in Poland in the services of so-called "family offices", ie private wealth management. Undoubtedly, the demand for such services has grown with the increased affluence...more

Gray Reed

The Basis Matrix: Navigating the Interplay of Sections 743(b) and 734(b)

Gray Reed on

Real estate funds and family offices are two types of investors that often (i) purchase equity interests in partnerships and (ii) make in-kind asset distributions for tax planning purposes. Well advised real estate and family...more

Conyers

Private Client & Trust Bulletin: Fall 2023

Conyers on

Welcome to the festive edition of the Conyers Private Client & Trust Bulletin, where we update on recent matters of interest from our jurisdictions of Bermuda, BVI and the Cayman Islands. This edition combines the...more

McDermott Will & Emery

West Coast Forum 2023 | Key Takeaways

McDermott Will & Emery on

McDermott’s Private Client Practice led interactive discussions on a broad range of topics pertinent to ultra-high-net-worth families, their family office representatives and other advisors at our Private Client West Coast...more

Ankura

GCC’s Opportunity To Drive Value Through Shared Service Centers

Ankura on

In the Gulf Cooperation Council (GCC) region, mid-market capitalization investors have a unique opportunity to acquire or establish Shared Service Centers for their portfolio companies. This would provide scale for...more

Lippes Mathias LLP

Venture Capital: A Primer

Lippes Mathias LLP on

Venture capital (VC) is a form of private equity and a type of financing where investors invest in early-stage companies which they believe to have long-term, highgrowth potential. Accredited investors, family offices,...more

ArentFox Schiff

ArentFox Schiff Issues the First Global Definitive Legal Guide for Industries Navigating AI

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Artificial intelligence promises to transform the way we live and work and its impact will undoubtedly stretch to every business sector across the globe. This next generation of technology brings exciting possibilities and...more

ArentFox Schiff

The Reality of Artificial Intelligence in the Family Office Realm

ArentFox Schiff on

Across industries, professionals are talking about the opportunity and utility of artificial intelligence (AI). In the estate planning and family office realms, two fields that require a distinctly human touch, advisors...more

ArentFox Schiff

Artificial Intelligence in the Family Office: Risks and Rewards

ArentFox Schiff on

Generative artificial intelligence (AI) is computer software that can create new content or data by tracking patterns from existing data. AI is dominating public discourse: across all media, all industries, and all segments...more

McDermott Will & Emery

[Webinar] Reporting For Duty: Preparing For the Corporate Transparency Act - July 25th, 1:00 pm - 2:00 pm EDT

McDermott Will & Emery on

The Corporate Transparency Act (CTA) has the potential to reshape the privacy landscape for family offices, while also introducing considerable compliance burdens and legal risk. Join Daniel Bell and Sebastian Orozco...more

ArentFox Schiff

Death, Disability, Divorce, and Disputes: Know What Your Key Documents Dictate in the Event of a Crisis

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Now is a good time to review your trust instruments, family office documents, or company’s governing documents and succession plans to ensure you are prepared to deal with whatever the future brings before it happens....more

Katten Muchin Rosenman LLP

Four Things to Know About Family Office Compensation and Talent

In an increasingly competitive market for sophisticated and experienced professional and investment talent, family offices are seeking and applying new approaches to attract and retain top level executives. Transactional Tax...more

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