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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.


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