Legal and Tax Structures in Organizing or Restructuring a Single Family Office with David Berek

Legal and Tax Structures in Organizing or Restructuring a Single Family Office with David Berek

Legal and Tax Structures in Organizing or Restructuring a Single Family Office with Angelo J. Robles

In Part 6 of the FOA Podcast Audio Series, Angelo J. Robles is joined by David Berek as they discuss legal and tax structures in organizing or restructuring SFO’s. You can either read the transcription or listen to the podcast and learn more.

Transcript Preview:

Angelo Robles: Hello everyone, this is Angelo Robles at Family Office Association. In today’s audio podcast about single family offices, I am joined by David Berek of Horwood Marcus & Berk Chartered, where he chairs their Family Office practice. David is an attorney very well regarded in the family office community. We are very fortunate to have him on the call today. David, how are you?

David Berek: I am doing just great, Angelo, thank you for including me on this call.

Angelo: What we are going to cover in the call today a focus on effectively what we are at FOA and the main purpose of our existence, the single family office (SFO). David’s breath of experiences are practically unparalleled in the community, having practiced accounting and legal as well as active in wealth management (all at a very high level) and working within a single family office. A mystery to many is the sequence and structures that make up the single family office. After initially covering some broader topics, we’ll dive into the private world of how to create a single family office, specifically from the perspective of structuring.

Before we get started with David, it is important to note that this is a very complex topic especially when we get to the structuring side of things. Our conversation will be broad. Your own individual situation varies. There is a phrase, you know one single family office, well you know one single family office. They are all snowflakes, different. Because each family is different and has different sets of family dynamics, investing focus, tax concerns, etc. Please consult with your own advisors for advice that would be specific to you. This is meant to be conversational and broadly from the perspective of a single family office educational, a conversation starter.

David on that point, let’s get right to it. Please start by giving our audience a brief overview of your experiences over decades in the community?

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