Lender Family Office IRS Win and Tax Reform: Implications for the Modern Single Family Office

The Family Office Association held a private roundtable October 23, 2018 to discuss the tax and family office
structure ramifications of the Lender Management v. Commissioner of the IRS case and the tax law changes in the
Tax Cuts and Jobs Act of 2017. This unique gathering was not just another review of the Lender case, but was a
deep dive into the subject with specialists and experts with direct knowledge of the case. The Family office
Tide Mill, LLC graciously hosted the event.

Please contact Angelo Robles to obtain a synopsis of the event and important implications for structuring your single family office angelo@familyofficeassociation.com. We invite you to download these key documents: