Family Offices – How Do They Fit into the Institution?

Overview


Elise J McGee and Thomas Olson presented to the Conference of State Bank Supervisors; providing a clear and comprehensive overview of the role of family offices, their functions and administrative structure as well as outlining risk mitigation and best practices for banks and trust companies providing services to family offices.

Dig Deeper

Asheville, North Carolina / Speaking Engagements / June, 2020

ACTEC 2020 Stand Alone CLE

Washington, DC / Speaking Engagements / January 23, 2020

US Estate Planning & Taxation

Orlando, Florida / Speaking Engagements / January 16. 2020

Heckerling Annual Estate Planning Seminar

Guernsey / Speaking Engagements / March 12, 2020

Mourant Guernsey Trusts Forum

Jersey / Speaking Engagements / March 10, 2020

Mourant Jersey Trusts Forum

Grand Cayman / Speaking Engagements / January 23-24, 2020

STEP Cayman Conference 2020

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