September 20, 2016 / by Family Office Association Support / Resources, SFO Best Practices, Videos / 0 comments
It’s an unfortunate consequence of wealth that it occasionally causes conflict within the family that escalates to family litigation. In working with families of great wealth, I’ve seen my fair share of problems that, from the outside, seemed easily resolvable but resulted in years (yes, years) of lawyers, depositions and costly legal fees. But what […]
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Avoiding Costly Family Litigation
September 20, 2016 / by Family Office Association Support / Resources, SFO Best Practices, Videos / 0 comments
It’s an unfortunate consequence of wealth that it occasionally causes conflict within the family that escalates to family litigation. In working with families of great wealth, I’ve seen my fair share of problems that, from the outside, seemed easily resolvable but resulted in years (yes, years) of lawyers, depositions and costly legal fees. But what […]
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Structuring a Single Family Office
January 16, 2016 / by Family Office Association Support / SFO Best Practices / 2 comments
This post provides a high-level overview of structuring a single family office. A single family office (an “SFO”) is an entity created by a family to manage its investments and financial affairs. As a management entity, the SFO doesn’t itself own family assets. Instead, its job is to administer and manage investment and financial matters for the […]
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