"Questions to Ask When Building a Family Office" Raymond James Family Wealth Advisors Interchange

R. Scott Beach of Day Pitney and Chip Bauder of Raymond James discussed key considerations for families and advisors exploring a family office structure. The presentation covered how to align the structure with a family’s investment, tax, estate planning, governance, and asset protection goals, while allowing for future growth and generational participation. It also addressed the Family Office Rule and practical considerations for founder-led, multigenerational, and employee-participation models