Family Offices 101: An Introduction and Best Practices

As family businesses grow and branches of the family tree spread, an increasing number of family members may have an ownership stake in the enterprise. In most cases the business has become a highly profitable and professionally run organization. Family owners may find themselves in need of services to help manage accumulated wealth, plan philanthropic giving, coordinate family meeting activities, or arrange other financial and personal services. Family members may also find it more difficult to share a common connection with other owners as the family becomes larger and more spread out, and the founding generation becomes more distant. Family offices, which are a professionally managed financial organization formed by a single or multiple families, can be used to manage and support many of these needs.

This session will provide an introduction to family offices including:

  • When to know if your family is ready for a family office
  • The basic role and functions of a family office
  • The difference between single family offices and multifamily offices
  • How a family office can unify a family as the business, and shareholder count, grows

December 13th, 2016
7:30 am to 9:00 am
Hayden's Lakefront Grill
8187 SW Tualatin-Sherwood Rd., Tualatin, OR 97062

Presented by:
Carol Wachter, Deloitte Tax LLP
Eric Johnson, Deloitte Tax LLP

This event has concluded. You can download the briefing paper or listen to the podcast episode below: