Is there a gray line between your family office and your family business creating unnecessary risk?
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Have you lost deductibility for meaningful investment related expenses due to the 2018 tax law change?
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A For Profit Family Office structure might be the answer to create opportunity for operational efficiencies, privacy, and reduce tax liabilities.
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Join Allan Zachariah, Co-Chairman of Pathstone, in an interactive discussion on the key benefits and considerations of this modern family office structure.
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- What is a For Profit Family Office
- The risks and opportunities of the structure
- Key benefits and considerations
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Please stay safe and healthy,
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pmsoldano@family-enterpriseusa.com 712 H Street NE Suite 1330
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Upcoming Events
- August 11: BNY Mellon; Newport Beach, CA
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August 23: Tolleson Presentation, Dallas, TX
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September 8: University Business Center, Fresno, CA
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- September 13: Goering Center Annual Awards Dinner, Cincinnati, OH
- September 14-15: Family Company Group, Minneapolis, MN
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About Family Enterprise USA Family Enterprise USA advocates for American Family business. We help family businesses communicate their challenges and contributions to American economic freedom to Legislators. We represent all American family businesses; not just specific industries and provide research to enhance the opportunity for success. We help family businesses continue to establish their unique business legacy. Family Enterprise USA is a 501(c)(3) non-profit organization.. Family foundations can donate.
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Have questions or would like more information about becoming a Member or donating? Please contact John Gugliada at jgugliada@family-enterpriseusa.com.
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Family Enterprise USA Sponsors
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