Tax Issues for Family Offices: Structuring Options, Income Tax Planning, Allocations, Investments

Recording of a 90-minute premium CLE/CPE webinar with Q&A

Conducted on Tuesday, November 24, 2020

Recorded event now available

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Program Materials

This CLE/CPE webinar will provide tax attorneys and tax professionals an in-depth analysis of key tax considerations for family offices under current tax law. The panel will discuss critical tax provisions impacting family offices, structuring options to maximize tax benefits, income tax issues and planning, allocations, direct investments, and other crucial items to consider for a family office.


Family offices are centralized entities focusing primarily on wealth management services for high net worth individuals and families, while providing a variety of personalized services for the family, including tax, estate planning, investment, and charitable giving.

Depending on the nature of the family office (e.g., single-family vs. multiple-family family office), there is a range of domestic and international tax issues relating to the structuring and operations of the family office under current tax law. Since the enactment of the 2017 tax reform, a variety of tax challenges, from estate and succession planning tax needs to crucial state and local tax issues, must be considered, along with the entity implications and management expenses.

With strategic planning, tax professionals and advisers can ensure that private clients take advantage of critical tax provisions to capitalize on opportunities and avoid losses.

Listen as our experienced panel discusses critical tax provisions impacting family offices, structuring options to maximize tax benefits, income tax issues, and planning. The panel will also provide insight into allocations, direct investments, and other high priority matters to consider for family offices.



  1. Family office types and structures
  2. U.S. and international tax considerations
  3. Estate tax issues
  4. Best practices for counsel and tax professionals


The panel will review these and other key issues:

  • What are the tax considerations in structuring family offices?
  • What are some of the key domestic and international tax issues for family offices?
  • What are the key estate tax issues?
  • What tax issues must be considered regarding investments?


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

Kramer Levin Naftalis & Frankel

Mr. Becker works on matters involving federal, state and local tax issues, in particular the tax aspects of mergers and...  |  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

Access Anytime, Anywhere

Strafford will process CLE credit for one person on each recording. CPE credit is not available on recordings. All formats include program handouts.

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