Whitepaper
A Tax Guide for U.S. Family Offices: Navigating Today鈥檚 Complex Landscape
Strategies to preserve wealth, manage compliance and plan for the future.
For U.S. family offices, tax strategy is essential to preserving generational wealth. Yet evolving regulations, complex entity structures and diverse investments make tax planning a continuous challenge.
This whitepaper outlines the most critical tax considerations facing family offices today鈥攃overing entity selection, investment decisions, compliance requirements, compensation planning and the implications of current federal policy.
Download the whitepaper to explore:
-
Key entity structures and their tax impact on family offices.
-
Tax-smart strategies across asset classes like PE, real estate and hedge funds.
-
Compliance essentials and wealth transfer techniques to reduce tax exposure.
Get the clarity and tools you need to build a proactive, tax-efficient strategy that preserves wealth for generations.