Key Considerations for Starting and Operating a Family Office




“Tax Planning for Family Business Owners and Investors” webcast series, hosted by Ernst & Young LLP Personal Financial Services (PFS), 2 to 3:15 p.m. EDT; 11 a.m. to 12:15 p.m. PDT.

To register for this event, go to “Starting and Operating a Family Office,”

http://bit.ly/16XC0xR


If you experience any difficulty in registering, please enter your email address on the Login page and click the Edit Profile button to ensure that all required registration fields are complete.

Whether you are a family business owner or an investor, a family office can be an efficient vehicle for consolidating the tax, investment and philanthropic planning of diverse and perhaps multi-generational family members. But a family office is not for everyone, and a clear understanding of what it takes to establish one and then operate it is critical to those contemplating such a step. What’s more, even the established family office can benefit from periodically comparing its business model and operations with today’s best practices.

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The webcast will focus on some of the key considerations in deciding whether you should establish a family office and, if you do, how you might structure and operate the entity. The webcast will also offer an overview of best practices for officers of existing family offices.

  • What does a family office do and how does it work?
  • When and how does a family office make sense today?
  • The family office in operation — structure, staffing and internal controls.
  • Family office tax issues and succession planning.




Panelists:




David Boyle,

EY Americas Leader for Personal Financial Services


Craig DeLucia,

PFS Executive Director, Ernst & Young LLP, Charlotte, NC


Elda Di Re,

PFS Leader, Financial Services Office, Ernst & Young LLP, New York, NY


Marc Halsema,

PFS Executive Director, Ernst & Young LLP, New York, NY



Moderator:




Charles Ratner,

National Director of Insurance Planning and PFS Learning Leader, Ernst & Young LLP, Cleveland, OH


Delivery method:

Group Internet-based


Program level:

Intermediate


Prerequisites:

Manager and above


Advanced prep:

No advanced preparation required


Estimated CPE:

1.5 – Final CPE is based on the length of participation in the program, polling questions, etc. See CPE FAQ for more information.


Learning objectives:

At the end of this program, participants should be able to identify and address opportunities and issues associated with family offices.

Expiration Date:

Tuesday, August 13, 2013

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