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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.

Services:

  • 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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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.

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Family Offices services