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  1. Services
  2. Family Office Services

Insights on Family Office Services

82 total results. Page 1 of 4.

Events
NYSSCPA 2025 Private Wealth Conference
December 11, 2025
Kevin Matz, Todd Angkatavanich, Tracy L. McLaughlin

ArentFox Schiff is hosting and sponsoring the 2025 NYSSCPA Private Wealth Conference on December 11th in New York. Speakers include AFS Partners Kevin Matz, Todd Angkatavanich, and Tracy McLaughlin.

Events
NYSSCPA Queens-Brooklyn Tax Conference
November 10, 2025
Kevin Matz

AFS partner Kevin Matz will be speaking at the NYSSCPA’s Queens-Brooklyn In Person Tax Conference on November 10.

Events
Developments in the Treatment of Trusts in Divorce
November 6, 2025
Thomas W. Abendroth

AFS Partner Tom Abendroth co-presented in a webinar for the American Bankers Association (ABA) 2025 Wealth Management and Trust Webinar Suite on November 6.

Press Release
ArentFox Schiff Earns 62 Top ‘Best Law Firms’ Rankings
November 6, 2025

ArentFox Schiff has been awarded 62 top rankings in the 2026 edition of Best Law Firms®, which recognizes firms for professional excellence based on consistently positive ratings from clients and peers.

Events
NYSSCPA Tax and Financial Planning for Individuals Conference
November 6, 2025
Tracy L. McLaughlin

ArentFox Schiff Partner Tracy McLaughlin, Private Clients, Trusts & Estates, will present on charitable trusts for estate and income tax savings at the NYSSCPA Tax and Financial Planning for Individuals Conference in New York on November 6, 2025.

Events
Seven (not so) Secret Keys to Successful Business Succession
November 5, 2025
Thomas W. Abendroth

AFS Partner Tom Abendroth will present at The Associated Jewish Federation of Baltimore’s Planned Giving Roundtable on November 5.

Events
Notre Dame Tax & Estate Planning Institute
November 5, 2025
Todd Angkatavanich, David C. Blickenstaff, Kevin Matz

ArentFox Schiff Partners Todd Angkatavanich, Dave Blickenstaff, and Kevin Matz will present at the 51st Annual Notre Dame Tax & Estate Planning Institute.

Events
When The Dust Settles
November 4, 2025
Brian K. Janowsky

AFS Partner Brian Janowsky will speak at the 61st Annual Hawaii Tax Institute Conference on November 4, 2025.

Events
Halloween Double Feature: “Don’t Let Your Privilege Turn Into a Pumpkin” and “Tricks and Treats of the OBBBA”
October 29, 2025
David C. Blickenstaff, Adam Diederich, Kevin Matz, Kirstie Brenson

AFS will host a two-part hybrid program (with a reception to follow) in our Chicago office, addressing timely topics for family offices, private clients, and their advisors. Speakers include AFS Partners David Blickenstaff, Adam Diederich, and Kevin Matz, and Associate Kirstie Brenson.

Press Release
Nearly 200 Attorneys Recognized by 2026 The Best Lawyers in America, ‘Ones to Watch’
August 21, 2025

ArentFox Schiff is pleased to announce that 132 attorneys have been recognized by The Best Lawyers in America 2026, with two attorneys highlighted as “Lawyers of the Year” and 66 attorneys listed as “Ones to Watch.”

Events
Post-Death Estate Litigation: Navigating Legal and Other Challenges for Charities
August 19, 2025
Fredrick B. Weber

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association in a webinar for the National Association of Charitable Gift Planners on August 19th.

Events
An Estate Planner’s Guide to the One Big Beautiful Bill Act
August 1, 2025
Kevin Matz

Partner Kevin Matz will present on the recent federal tax law changes at an upcoming ACTEC ALI-CLE webinar.

Events
Family Office 101, Part 7
July 31, 2025
Michael K. Moyers, Christopher J. Roman, Xiang Qu

Part seven of our Family Office University event series was hosted in person in Los Angeles on July 31st, with web viewing available.

Events
NCGPC Planned Giving Day 2025
June 17, 2025
Fredrick B. Weber

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the National Capital Gift Planning Council - Planned Giving Day 2025 on June 17 in Washington, DC.

Events
CCPG 2025 Annual Symposium: Securing Good for All | A Legacy of Philanthropy
May 21, 2025
Fredrick B. Weber

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the CCPG 2025 Annual Symposium in Chicago on May 21, 2025.

Events
31st Arizona Charitable Gift Planners Annual Conference
May 16, 2025
Fredrick B. Weber

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the conference in Phoenix, AZ on May 16, 2025. The conference is hosted by Arizona Charitable Gift Planners.

Press Release
AFS Represents NWSL in Sale of Controlling Interest in Utah Royals FC
April 24, 2025

ArentFox Schiff represented the National Women’s Soccer League (NWSL) in connection with the Miller family’s acquisition of a majority stake in the Utah Royals FC club. The Miller family brings a longstanding legacy in local professional sports ownership, having previously owned the NBA’s Utah Jazz from 1985 to 2020.

Events
The 32nd Annual NCPG Conference: Charitable Giving Today for a Sustainable Tomorrow
April 22, 2025
Fredrick B. Weber

Fredrick Weber will present at the 32nd Annual NCPG Conference in San Francisco, CA, on April 22, 2025.

Alerts
The Big Six Items That Family Offices Need to Consider in 2025
March 13, 2025
Kevin Matz, Evgeny Magidenko, Sarah Kerr Severson, Megan Woodward Daily

Across all industries, family offices and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are six issues that family offices should consider and be mindful of this year.

Alerts
What Private Companies and Family Offices Need to Consider in 2025
March 7, 2025
Kevin Matz, Adam Diederich, Evgeny Magidenko, Thorne Maginnis, Matthew F. Prewitt, Berin S. Romagnolo, Sarah Kerr Severson, Michelle R. Bowling, Emily P. Caylor, Megan Woodward Daily, Matthew W. Kulju, Emily B. Lewis, Lucia Lorenz, Alexis Mozeleski, Mike Ragan, Ashley N. Tomillo, Jeffrey B. Weston, Jai Williams, Felicia A. Xu

Across all industries, private companies, family offices, and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are 11 issues that family offices and the owners and leaders of privately held companies should consider and be mindful of this year.

Press Release
ArentFox Schiff Welcomes Private Clients, Trusts & Estates Partner Todd Angkatavanich
March 4, 2025

ArentFox Schiff is pleased to announce the addition of Partner Todd Angkatavanich to its Private Clients, Trusts & Estates practice in the firm’s New York office. Todd brings more than three decades of experience advising clients on advanced wealth and succession transition planning.

Events
Advanced Estate Planning for Large Estates: FLPs, Dynasty Trusts, SLATs, CRUTs/CRATs, Gift-Sales, Non-Grantor Trusts
February 27, 2025
Andrew S. Katzenberg

Andrew S. Katzenberg will present in an upcoming Strafford live video webinar on February 27, 2025. The webinar is hosted by Strafford.

Events
Highlights of Heckerling
January 16, 2025
Kevin Matz, Christine R.W. Quigley, Thomas W. Abendroth

Tom Abendroth, Christine Quigley and Kevin Matz will present a panel discussion on February 6, 2025. The webinar is sponsored by  WealthManagement.com.

Events
59th Annual Heckerling Institute on Estate Planning
January 14, 2025
Thomas W. Abendroth

Tom Abendroth will present during two sessions at the 2025 Heckerling Institute.

Events
Family Office Investments: Important Regulatory and Fiduciary Considerations
November 13, 2024
Christopher J. Roman, Lynn J. Watkins, Jon K. Jurva, David C. Blickenstaff, Adam Diederich, Kirstie Brenson

Part Six of our Family Office University event series will be hosted in person in our Chicago offices (with a reception to follow) and will also be available for web viewing. Speakers include Chris Roman, Lynn Watkins, Jon Jurva, Dave Blickenstaff, Adam Diederich, and Kirstie Brenson.

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