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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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Allan Zachariah is a co-founder and serves as Co-Chairman of Pathstone, the Modern Family Office, which serves families, family offices, and endowments and foundations. He is a shareholder and a member of the firm’s Executive Leadership Team. He served as Co-CEO from the inception of Pathstone through June 2022. Allan has over 41 years of professional experience as an advisor to families of significant wealth, designing sophisticated wealth transfer strategies for family businesses and high-net-worth individuals, and is a frequent speaker on wealth transfer techniques and family office structures.
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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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