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Planning for the Modern Family Office – What, When, Why, How

Planning for the Modern Family Office – What, When, Why, How

Overview


Family offices are legal structures used to help oversee, manage and coordinate the substantial private wealth of highly affluent individuals and families on a very customized basis, across generations. Jeanette Suarez Hunter joins a panel of experts to discuss the various issues related to formalizing and/or restructuring a modern family office. Topics include governance, structure considerations, SEC issues and compensation of family office employees.

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New York, NY / Speaking Engagements / March 25 – 27, 2026

STEP New York International Estate Planning Institute 2026

Webinar / Speaking Engagements / February 10 – 11, 2026

ABA Real Property, Trust & Estate Law Section Virtual Symposium 2026

Key Biscayne, FL / Speaking Engagements / February 9, 2026

Miami EP Council’s 14th Annual Estate Planning Symposium

San Francisco, CA and Los Angeles, CA / In-person / November 11 – 12, 2025

West Coast Forum 2025

Honolulu, HI / Speaking Engagements / November 2-6, 2025

62nd Annual Hawaii Tax Institute

Chicago, IL / In-person / October 23, 2025

Family Office Tax Roundtable 2025

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