October 20: Family Office Summit: Structuring a New Family Office in the US and Challenges in Advising Existing Multinational Families

Tuesday, October 20, 2020 - Tuesday, October 20, 2020

Webinar from 12 to 2:30 p.m.

October 20, 2020 from 12:00 to 2:30 p.m.

Family Office Summit: Structuring a New Family Office in the US and Challenges in Advising Existing Multinational Families

Speakers:

  • Anastasia Tonello, Laura Devine Immigration
  • Todd Angkatavanich, EY
  • Patricia Angus, Angus Advisory Group, LLC
  • Rick Fogg, Lineage Family Office
  • Bill Kambas, Withers Bergman
  • Greg Rogers, Raylign
  • Harry Singh, Rockefeller & Co.
  • Carly Doshi, HSBC [Moderator]

Governance and planning

  • Pre-Immigration Tax planning for the individual considering changing residency to the USA.
  • Immigration advice, for the visa required for such individuals to come to the USA.
  • Corporate Governance for the Family Office in line with regulatory and standards in the US (adapt the current processes and harmonize those with US standards).
  • Family Governance
  • Weighing the pros and cons of setting up a SFO versus joining a MFO
  • Coordination among advisors, benefits of an interdisciplinary approach

Structuring a Family Office

  • Regulatory review and advice; determine if the US Family office would be subject to what regulation and if exemptions would be available both at federal level (SEC) and State levels.
  • General Tax planning at both individual and corporate level (is it better to be a Corporation or an LLC?), including the analysis and comparison about establishing the Family Office in different States.
  • International Tax considerations; establishing the nexus, treaty benefits available and reviewing the income flow within the US Family Office and the rest of the Group.
  • Employment issues  and documentation to formalize the relationship with the Family Office
  • Investment best practices, shifts and trends

Register Here