Family Office and HoldCo Legal Trends

Featuring Thomas J. Handler, Handler Law

I hope you enjoy this interview as I discuss with among the most prominent and thoughtful tax attorneys in the global family office community…

* Structuring trends on HoldCo’s (Holding Company) /// LLC. S-Corp. C-Corp and the nuances
* Advantages of HoldCo’s for asset and estate protection
* FLPs and significant discounting of shares in HoldCo’s
* In the U.S. which states are the best to domicile your HoldCo?
* How to offer equity inside of HoldCo’s to CIOs and Operators to attract top talent
* NOLs and HoldCo’s
* Why thoughtful integration of a single family office, HoldCo and Private Trust Company is a powerful trio
* Best single family offices structuring for smaller family units is it always a C-Corp?
* When should a single family office initially be structured as an LLC?
* Best ownership options for shareholders/unit holders of a single family office… is it a living trust?
* The Corporate Responsibility Act what family offices need to know!

#angelorobles #familyoffice #sfocontinuity

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