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
