W talks: families and family office

Structuring family offices for tax and investment benefits


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In this podcast, we look at the structuring of family offices for tax and investment benefits. Our host and head of the family office practice, Ivan Sacks, talks to Bill Kambas, a noted practitioner, speaker and author on the subject, about tax-efficient structuring for family offices and their relationship to family investments. Bill provides insight and guidance on organizing tax efficiency in the design and structure of the family office, a "broader family enterprise," and a range of other management vehicles. In addition, Bill explains that in proper circumstances, a family office can generate income and manage expenses in a way that is both tax efficient and beneficial to the entire wealth enterprise.

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W talks: families and family officeBy Withersworldwide

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