Corporations and Trust Companies and Partnerships- Oh, My: A Review of Family Wealth Management Structures (Part 1)

Over the past 20 years, the use of corporate structures to protect families of means has grown exponentially. Family assets that once would have been housed within in a (relatively) simple, single entity are now spread across multiple corporations, trusts, partnerships, and more.

In this two-part program, an interdisciplinary team of legal, tax, and risk management professionals will discuss major wealth management structures currently used by families from a variety of perspectives.

Part I will be most valuable for family members and staff who are relatively new to the topic of wealth management structures, or for those seeking a “refresher” on the basics.