Day Pitney remains committed to providing quality legal counsel, while protecting our clients and employees, and transforming our communities into more just, equal and equitable spaces. For more information, please visit our COVID-19 Resource Center | Racial Justice and Equity Task Force.

×
×
About Day Pitney Careers News Client Access

Insights

Publications Events Blogs

Key Tax Considerations For High Net Worth Family Offices

Publisher: Law360
December 11, 2017
Day Pitney Author(s) Darren M. Wallace Stephen Ziobrowski

Von Sanborn, Darren Wallace and Stephen Ziobrowski authored an article, "Key Tax Considerations For High Net Worth Family Offices," published in Law360. As the authors discuss, "a properly structured family office formed in conjunction with family trusts offers significant benefits in the areas of tax mitigation, asset protection and liability protection for the beneficiaries and trustees." The article provides analysis of several important issues that require ongoing consideration to operate a successful family office, including investment management fees, administration expenses, estate tax, tax on foreign corporations, investment companies and persons, and trust and business structures.

Recommended
Trusts & Estates End of Year Review 2021: Boston Bar Association

Christopher Voukides is a speaker at the Trusts & Estates End of Year Review 2021 sponsored by the Boston Bar Association on June 21.

June 21, 2021
Webinar Hosted By BBA
Anchin Executive Forum: The Changing Shape of Business in New York

Scott Clark, Chair of Day Pitney’s Multistate Tax Practice, is presenting on a virtual panel at the Anchin Executive Forum titled, “The Changing Shape of Business in New York” on June 9. 

June 9, 2021
Webinar hosted by Anchin Executive Forum
Till Death (And Qualified Trusts) Do Us Part
May 11, 2021

Andrew M. Nerney and Stephanie Eassa Rapp co-authored the article, "Till Death (And Qualified Trusts) Do Us Part," published by WealthManagement.com.

IRS Issues Final Carried Interest Regulations
April 12, 2021

Justin M. Hannan authored the article, "IRS Issues Final Carried Interest Regulations," on the Boston Bar Association's Trusts and Estates Blog.

Retroactive Tax Legislation and Gift Planning in 2021
March 25, 2021

Daniela P. Catrocho and Richard D. Sanders authored the article, "Retroactive Tax Legislation and Gift Planning in 2021," which was published in the New Jersey Law Journal.

Integrated Asset Protection, Respada
July 29, 2021

Of Counsel Michael Pfeifer served on the panel, "Integrated Asset Protection," a webinar hosted by Respada on July 29.

50 Firms Named 'Best Law Firms For Women'
June 24, 2021

Day Pitney Press Release

Day Pitney Included on Seramount's List of "Best Law Firms for Women"
June 22, 2021

Day Pitney Press Release

With Great Powers (of Appointment) Come Great Responsibility
June 16, 2021

Andrew M. Nerney and Stephanie Eassa Rapp co-authored the article, “With Great Powers (of Appointment) Come Great Responsibility,” published by WealthManagement.com. 

Reuters’ Career Tracker: Lawyers on the Move
June 4, 2021

Scott Brian Clark’s arrival to the firm was featured in Reuters’ column, Career Tracker: Lawyers on the Move.
Related Professionals
Darren Wallace
Darren M. Wallace
Stamford, CT
Greenwich, CT
T: (203) 862 7874
Stephen Ziobrowski
Stephen Ziobrowski
Providence, RI
T: (617) 345-4648
New Jersey Hartford Stamford Greenwich New Haven West Hartford Boston
New York Washington, DC Providence Boca Raton Delray Beach Miami West Palm Beach

This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.

This website may use cookies, pixel tags and other passive tracking technologies, including Google Analytics, to improve functionality and performance. For more information, see our Privacy Policy. By using our website, you are consenting to our use of these tracking technologies. You can alter the configuration of your browser to refuse to accept cookies, but if you do so, it is possible that some areas of web sites that use cookies will not function properly when you view them. To learn more about how to delete and manage cookies, refer to the support instructions for each browser (e.g., see AllAboutCookies.org). You may locate Google Analytics' currently available opt-outs for the web here.