Family Office Structuring
We can help structure your Family Office for maximum efficiency.
For families that have the right set of facts and a business purpose, Pathstone has deep knowledge and experience in structuring, implementing and managing their family office as a for profit trade or business using a management company and investment partnerships for tax efficiency. We have worked with emerging entities to well established family offices.
- Review existing structure
- Consider tax characteristics – current and projected
- Provide insight on alternatives
- Generate analysis to compare and contrast
- Coordinate with team of legal/tax professionals to vet ideas
- Discuss implications around governance and ownership
- Assist with implementation
- Provide reporting and administration to support structure
Let us demonstrate how we can add value
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Start Pathforward Process
In order to demonstrate how Pathstone can add measurable value to your specific circumstances, we have developed a methodology we call our Pathforward Process. To begin, first help us understand you and your needs.