Family Office Fundamentals

Our family office practice invites you to attend a series of one-hour webinar sessions on a wide range of topics. Each session will provide valuable insights into the key drivers of success in managing and preserving family wealth.

Questions? Please contact Hillary Smith or Gabe Aviles.

Upcoming Webinars

May 01, 2025 - Structuring & Governance
Please join us for our kickoff panel, which will focus on the fundamentals of family office structuring and governance. Our panelists will touch on the purpose and benefits of a family office vehicle, costs and commitments, and benchmarks for success and accountability.
June 04, 2025 - Staying Ahead of the Curve: Regulatory Compliance for Family Offices
Join us for a webinar covering the regulatory and compliance requirements impacting family offices, including US Securities and Exchange Commission reporting and exclusions, managing material non-public information, and cybersecurity and privacy concerns. Stay ahead of the curve and ensure your strategies remain aligned with evolving legal requirements and industry best practices.
July 16, 2025 - Navigating an Unpredictable Tax Landscape
Please join us for a panel discussion on the shifting tax landscape for family offices. Our speakers will discuss federal income tax changes, as well as how to prepare for Internal Revenue Service (IRS) campaigns and enforcement actions, navigate the IRS’s Global High Wealth Program and high wealth audits, and implement tax-related legal best practices.
September 10, 2025 - Deploying Capital: Back to Basics for Family Offices
Join us for a one-hour panel that will focus on the deployment of capital by family offices. Our speakers will discuss the key building blocks of family office investment portfolios, including fund formation, fund investments, direct investments, and co-investments.
November 05, 2025 - Data Privacy and Document Retention: Family Office Best Practices
Please join us for a panel discussion on the rapidly evolving landscape of data privacy and document retention for family offices. Our panelists will offer proactive guidance on the legal obligations around data privacy compliance, incident response, and best practices for document retention to mitigate risk.