Family Office Structuring
For families that have the right set of facts and a business purpose, Accurate Family Office has deep knowledge and experience in structuring, implementing and managing their family office as a for profit trade or business using a management company and investment partnerships for tax efficiency. We have worked with emerging entities to well-established family offices.
Services
Review existing structure
Consider tax characteristics – current and projected
Provide insight on alternatives
Generate analysis to compare and contrast
Coordinate with team of legal/tax professionals to vet ideas
Discuss implications around governance and ownership
Assist with implementation
Provide reporting and administration to support structure