Family Office Tax Update: Structuring, Meeting Trade or Business Criteria, Recent and Impending Legislation

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

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Conducted on Wednesday, May 25, 2022

Recorded event now available

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Course Materials

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 US, analysts estimate that total family office assets under management is 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 to our panel of family office experts discuss 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

Borden, Aaron
Aaron Borden, J.D., CPA

Managing Director
Grant Thornton

Mr. Borden has more than 15 years’ experience finding solutions to complex tax problems for his clients....  |  Read More

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