Christine Fleer

   

  SME
Session 13.1: Structuring family offices: commercial and tax considerations 

Speakers: Shaun Cartoon, FTI, Arnold Bloch Leibler, Christine Fleer, Arnold Bloch Leibler

High wealth family groups are increasingly looking to establish family offices to unite generations and preserve wealth. With no set playbook, the range of family offices is as diverse as the family groups that establish them. This session will cover:

  • Key commercial and tax considerations for the decision to establish a family office
  • Trends in structuring
  • Incentive arrangements for employees
  • Family governance and succession planning issues
  • Multi-jurisdictional commercial and tax issues; and
  • Intergenerational change – how to unwind a family office if the next generation doesn’t want to be involved.