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5 results found
SFO by Design: Equipping the Family Office to Meet Changing Demands
Publish Date:
Apr 24 2019

A family office is structured by default rather than by design. In most cases, it is set up to serve the immediate needs of the founder and a limited number of family members. As the family grows, mandates change. How do you ensure that the family office is equipped to handle these new demands? Do you outsource? Partner? Expand?Join us for an in-de...

The Talent Trifecta: Recruiting and Retaining the Right Single Family Office Employees
Publish Date:
Jun 13 2023

Finding the right single family office (SFO) talent takes time and preparation. With the right approach and a strong network of supporting expertise, it is possible to find the right leader who captures that rare trifecta of SFO talent needs: (1) technical acumen in investments, legal structures, and accounting; (2) strong interpersonal skills incl...

Successfully Changing Your Tax Residency Requires More Than a Change of Address
Publish Date:
Jul 06 2022

Families with the means and flexibility to choose where they live, particularly those anticipating a liquidity event or a life change such as retirement may be looking for a more tax advantageous place to call home. Changing your tax residency has many potential positives, but it’s not as simple as filing a change of address with the U.S Postal Ser...

Tax Residency Checklist
Publish Date:
Jul 07 2022

Before changing your residency to a new state for income tax purposes, consider the items outlined in this checklist. For additional insights, read more on how to successfully change your tax residency.