Insights on Family Office Services

The next Family Office University event will be hosted in person in our New York offices (with a reception to follow) and will also be available for web viewing on June 18.

Fredrick Weber will speak at the National Capital Gift Planning Council’s Annual Planned Giving Day Conference at the American University Washington College of Law on June 6, 2024.

Andy Katzenberg will present at the Parkbridge Wealth Management Spring Webinar on May 30, 2024.

Conference Chair, Kevin Matz, will be speaking at two sessions of the NYSSCPA’s Estate Planning Conference on May 23, 2024.

Senator Doug Jones and Gene Magidenko will present at the FBA’s Corporate and Association Counsel Division webinar on May 16, 2024.

Andy Katzenberg will speak at the Southern Nevada Estate Planning Counsel on March 29.

Part 4 of our Family Office 101 series reviewed trust structures for family offices on March 14, 2024.

Kevin Matz will present on strategies for wealth transfer and asset protection at an online webinar on February 15, 2024.

Christine Quigley will present at the STEP Orange County, 12th Annual Institute on Tax, Estate Planning and the World Economy on February 15, 2024, from 10:30AM-12:30PM PST.

Private companies and their owners face ever-evolving challenges as the market sees new regulations, new deal trends, and new risks in 2024. Below are 10 issues that the owners and leaders of privately held companies should consider in 2024.

Tom Abendroth, Christine Quigley and Kevin Matz will present a panel discussion on January 31, 2024. The webinar is sponsored by WealthManagement.com.

Kevin Matz will present at the 58th Annual Heckerling Institute on Estate Planning on January 11, 2024.

Fred Weber will participate in a panel presentation on estate planning and administration for digital assets at the STEP Bermuda Conference 2023 on November 30, 2023.

The Tax Cuts and Jobs Act of 2017 (TCJA) significantly increased the lifetime estate and gift tax exemption from $5.6 million to $11.18 million for individuals, with adjustments for inflation starting in 2018.

As we highlighted in the Family Office Newsletter’s pages in June, the Corporate Transparency Act (CTA) is slated to go into effect on January 1, 2024.

ArentFox Schiff hosted the third session of our AFS Family Office University, an ongoing series of in-person and virtual events hosted by our Private Clients, Trusts & Estates Practice Group.

Kevin Matz will present at the Estate Planning Council of Northern New Jersey on October 18, 2023.

Sarah Kerr Severson and Angelica Russell-Johnson will speak at the Beverly Hills Bar Association, Trusts and Estates Section on October 12, 2023.

Kevin Matz will speak at the American Law Institute Continuing Legal Education’s virtual conference on October 6, 2023.

Private foundations are a favored vehicle for many charitably inclined clients — particularly those who seek to take a hands-on approach to their charitable mission while establishing a lasting legacy for their families.

Part 2: Self-Dealing Rules and their Impact on IRA Investments

Tom Abendroth will present at the 28th Annual Professional Advisors Breakfast Seminar on September 20, 2023.

Tom Abendroth will present at the American Bankers Association on September 7, 2023.

Across industries, professionals are talking about the opportunity and utility of artificial intelligence (AI). In the estate planning and family office realms, two fields that require a distinctly human touch, advisors wonder how can artificial intelligence be leveraged, if at all?

Part 1: Permitted Investments and Compliance