The establishment of a family office is an excellent way for an affluent family to manage their wealth and transfer it from one generation to the next. Wilmington Trust’s Brian Oard and Alvina Lo sat down with industry experts at the 2018 Hawaii Tax Institute Conference to discuss the factors to consider when establishing a family office.
Watch one of these conversations with tax and wealth planning attorney Jonathan Lurie, partner at Venable LLP, to find out how some clients are leveraging technology to form a virtual family office.
Please see important disclosures at the end of the video.
For more insights on the latest tax and wealth transfer developments, watch the rest of our videos from the Hawaii Tax Institute Conference.