Register now: For Profit Family Office Structure – Is It Right For Your Family?

Jul 23, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Is there a gray line between your family office and your family business creating unnecessary risk?

Have you lost deductibility for meaningful investment related expenses due to the 2018 tax law change?

A For Profit Family Office structure might be the answer to create opportunity for operational efficiencies, privacy, and reduce tax liabilities.

Join Allan Zachariah, Co-Chairman of Pathstone, in an interactive discussion on the key benefits and considerations of this modern family office structure.

Participants will learn:

  • What is a For Profit Family Office
  • The risks and opportunities of the structure
  • Key benefits and considerations

Save the Date.  Register Today.

About Pathstone
Pathstone is an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Pathstone’s objective is to help clients create, manage and preserve wealth across generations. Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.

For additional information visit https://www.pathstone.com/

Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our nation. For over 25 years, we have been the loudest voice in the nation’s capital on eliminating the death tax. This ill-conceived tax has a destructive impact on families, family businesses, job creation, and the national economy.

Are you an Policy And Taxation Group Supporter? If not, we could use your help today!!!

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