YOU'RE INVITED: For Profit Family Office Structure

View this email in your browser >

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.

Save the Date. Register Today.

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

Allan Zachariah is a co-founder and serves as Co-Chairman of Pathstone, the Modern Family Office, which serves families, family offices, and endowments and foundations. He is a shareholder and a member of the firm’s Executive Leadership Team. He served as Co-CEO from the inception of Pathstone through June 2022. Allan has over 41 years of professional experience as an advisor to families of significant wealth, designing sophisticated wealth transfer strategies for family businesses and high-net-worth individuals, and is a frequent speaker on wealth transfer techniques and family office structures.

Participants will learn:

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

Register Now For This Webinar

Stay safe and healthy,
Pat Soldano
President
[email protected]
712 H Street NE Suite 1091
Washington DC 20002
(202) 681-8365

Upcoming Events

August 11: BNY Mellon; Newport Beach, CA
August 23: Tolleson Presentation, Dallas, TX
September 8: University Business Center, Fresno, CA
September 13: Goering Center Annual Awards Dinner, Cincinnati, OH
September 14-15: Family Company Group, Minneapolis, MN

About Policy and Taxation Group
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.

If you are not a Supporter, please help today.

Have questions or would like more information about becoming a Supporter or donating? Please contact John Marino at [email protected].

If you are having difficulties with any link or component in this email, please contact
Loren Nelson at [email protected].

Since your Email Provider probably uses some type of overzealous filtering; We ask that you add us to your trusted list of senders, contacts or address book. All also known as "Whitelisting." If you do not see an email from Patricia Soldano or Policy and Taxation Group in your Inbox, our email may have mistakenly been sent to your spam folder. Please open your spam folder and if you find an email from Patricia Soldano or Policy and Taxation Group open it and mark it as "Not spam". NEXT: Whitelist [email protected].

Be sure you have added [email protected] to your address book to ensure you receive important notifications about your account.

Unsubscribe | Manage your subscription