Home » Archive by categoryFamily Office Services (Page 3)

Education: Establishing a Family Office (Jersey)

www.ogier.com/publications/establishing-a-family-office-in-jersey www.ogier.com/publications/establishing-a-real-presence-in-jersey See also: www.daypitney.com/insights/publications/2018/10/10-staffing-the-family-office-attracting www.forbes.com/sites/paulwestall/2021/06/08/family-office-to-keep-it-in-the-family-or-not-to-keep-it-in-the-family-that-is-the-question/?sh=4180b6223f70 0
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US: New Tax Guidance on deductions for Fees incurred by Family Offices

goo.gl/7i9dTK www.shearman.com/en/newsinsights/publications/2018/01/tax-court-family-office-engaged-trade-or-business goo.gl/41qJ6v www.withersworldwide.com/fr-fr/single-family-office-operations-2018-recent-case-law-and-coordination-with-legislative-developments www.daypitney.com/insights/publications/2018/03/05-tax-planning-opportunities-for-single-family www.stroock.com/publications/the-lender-case-avenue-for-family-offices-to-obtain-trade-or-business-expense-deductions www.loeb.com/publications-clientalerts-20180628-familyofficenewsletter See also: www.stroock.com/publications/after-the-lender-case—-securities-law-restrictions-that-apply-to-family-offices-managing-other-peoples-money www.pepperlaw.com/publications/tax-efficient-structuring-considerations-for-family-office-management-expenses-2018-11-13/   0
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Family Business: Exit strategies

bit.ly/2sKW1L6 www.keystonelaw.co.uk/keynotes/how-successful-founders-maximise-value-on-exit www.fenwick.com/publications/Pages/Selling-a-Private-Company.aspx www.holdingredlich.com/blog/an-insiders-guide-to-selling-a-privately www.nelsonmullins.com/idea_exchange/insights/why-the-time-to-sell-your-business-is-now www.morton-fraser.com/insights/so-you-want-exit-business Preparing to Sell Your Business in QLD: Major Challenges and Legal Issues  – McCarthy Durie Lawyers (mdl.com.au) See also: www.lowenstein.com/news-insights/podcasts-listing/change-of-control-golden-parachute-rules-in-the-sale-process#page=1 0
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Luxembourg: SPF – Family Wealth Management Company

Click to access family-wealth-management-company.pdf www.centuria-capital.lu/Private-Wealth-Management-Company Click to access Comparison-table-of-Luxembourg-investment-vehicles-Chevalier-Sciales-4.pdf www.ogier.com/publications/the-luxembourg-spf-a-private-wealth-management-company-of-choice Update: www.williamfry.com/newsandinsights/publications-article/2022/03/31/what-you-need-to-know-about-the-new-code-of-practice-for-revenue-compliance-interventions 0
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