Interested in training for your team? Click here to learn more

Family Office Tax Update: Foundational Principles and Emerging Issues

Note: CLE credit is not offered on this program

Recording of a 110-minute CPE webinar with Q&A

This program is included with the Strafford CPE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Conducted on Monday, February 19, 2024

Recorded event now available

or call 1-800-926-7926

This course will discuss the latest planning and structuring strategies with respect to family offices in light of the ever-changing legal and tax landscape.


A family office manages investments for a wealthy family with the primary goal of increasing and transferring wealth across generations. In the U.S., analysts estimate that total family office assets under management are over $6 trillion. In many instances operating in a manner substantially similar to private equity or hedge funds, family offices can avail themselves of certain tax benefits if properly structured around the unique fact patterns of a family.

Listen as our panel of family office experts discusses how family offices can continue to adapt to the ever-changing tax landscape in light of legislative and regulatory uncertainty.



  1. The family office defined
  2. Structuring considerations
  3. Recent legislative and regulatory considerations
  4. Planning with respect to certain types of investment assets
  5. Compliance and best practices


The panel will review these and other critical issues:

  • When is granting a profits interest a taxable event?
  • What criteria must be met for a family office to be considered a "trade or business?"
  • Planning for the unknown: How can family offices prepare for possible legislative and regulatory changes?
  • Which entity and structuring options are the most appropriate for family offices?
  • How can a family office efficiently structure investments in certain asset classes (e.g., crypto, private aircraft, art)?


Becker, Joshua
Joshua M. R. Becker, J.D.

Pillsbury Winthrop Shaw Pittman

Mr. Becker is a Tax attorney with over 10 years of international law firm and accounting firm experience. He counsels...  |  Read More

Jones, Megan
Megan L. Jones

Pillsbury Winthrop Shaw Pittman

Ms. Jones is a tax attorney who focuses her practice on advising entities, individuals and family offices on planning...  |  Read More

Access Anytime, Anywhere

CPE credit is not available on downloads.

CPE On-Demand

See NASBA details.