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. 

Overview and Benefits of a Virtual Family Office

Jonathan Lurie, Partner at Venable LLP, explains how some clients are leveraging technology to form a virtual family office.

Global Families

 

Joe Field, Senior Counsel at Pillsbury Winthrop Shaw Pittman LLP, outlines the potential financial challenges international clients may face when establishing residency or domicile in the U.S.

Please see important disclosures at the end of each video.

For more insights on the latest tax and wealth transfer developments, watch the rest of our videos from the Hawaii Tax Institute Conference.