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

Tell Us About You

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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Anchorage, AK

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Scottsdale, AZ

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Los Angeles, CA

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Naples, FL

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Atlanta, GA

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Boston, MA

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Englewood, NJ

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Austin, TX

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Bellevue, WA

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Seattle, WA

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Washington, DC

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