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
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.

"Reporting by U.S. Person of Foreign Income, Assets and Transactions," STEP Colorado Formation and STEP Chicago

On February 24, Partner Carl A. Merino spoke on "Reporting by U.S. Person of Foreign Income, Assets and Transactions" at a webinar hosted by STEP Colorado Formation and STEP Chicago.

February 24, 2021
IRS Issues Final Carried Interest Regulations
January 22, 2021

Day Pitney Advisory

UPDATE: Increased Telecommuting Raises State Tax Issues
January 11, 2021

Day Pitney Alert

Day Pitney Represents Investment Management Firm in Restructuring of Two Hedge Fund
April 9, 2021

Day Pitney Press Release

Carried Interest Regs Leave Uncertainty On Family Managers
April 1, 2021

Senior Associate Justin M. Hannan and Partner Stephen Ziobrowski were quoted in the Law360 Tax Authority article, "Carried Interest Regs Leave Uncertainty On Family Managers."

Sarah Jacobson Named Woman of the Year – Future Leaders (Associate, VP) by Powerwomen Awards 2021
March 12, 2021

Day Pitney Press Release

Day Pitney Wins “Law Firm of the Year” for Trusts & Estates Law in U.S. News – Best Lawyers “Best Law Firms”
March 11, 2021

Day Pitney Press Release

"Basics of Estate Planning," Massachusetts General Hospital
March 11, 2021

On March 11, Day Pitney Counsel Jordana G. Schreiber spoke on the "Basics of Estate Planning" for physicians at Massachusetts General Hospital.
Related Professionals
Darren Wallace
Darren M. Wallace
Stamford, CT
Greenwich, CT
T: (203) 862 7874
Stephen Ziobrowski
Stephen Ziobrowski
Boston, MA
T: (617) 345 4648
New Jersey Hartford Stamford Greenwich New Haven West Hartford Boston
New York Washington, DC 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.