Baker McKenzie has announced its Virtual Family Office Forum. The agenda is as follows:
The 2021 Family Office Forum provides families and family office professionals with engaging presentations and interactive discussion on pressing topics for family offices. Stay ahead of the curve by joining this two-day virtual event from February 24-25, 2021.
The full agenda with session descriptions is included here. Please click on the session title(s) below that you wish to register for (please note all times are in ET and separate registration is required for each session). There is no fee to attend but registration is required.
February 24 – Day One |
- Session 1: Threading the Needle: Structuring Family Offices Under the Investment Advisers Act
10:00 am- 11:00 am
This session will discuss the navigation of competing and sometimes contradictory requirements to structure and operate a family office as an income tax efficient investment advisor that is exempt from registration under the Investment Company Act.
- Session 2: Family Governance Best Practices to Resolve Disputes and Minimize Family Litigation
11:15 am – 12:15 pm
This panel will address common family issues that have the potential for family conflicts leading to mediation and arbitration, and how family governance best practices can be utilized to minimize and resolve such family disputes.
- Session 3: The Family Office Investment Outlook for 2021 and Beyond — the view of Private Equity, Venture Capital and Impact Fund Managers
12:30 pm – 1:30 pm
This session will explore the impact of the COVID-19 pandemic, the Biden Administration and the Powell Fed on private equity, venture investing, the evolution of ESG and Impact Investing, and more.
February 25 – Day Two |
- Session 1: New Administration = New US Tax Issues?
10:00 am – 11:00 am
A new administration always brings the possibility of new or resurrected legislative changes. This panel will discuss possible Biden administration changes to US tax laws, the recently finalized §1061 carried interest regulations, and 2021 planning ideas applicable to family office clients.
- Session 2: International Traps for the Global Family Office
11:15 am – 12:15 pm
Family offices working with multi-jurisdictional families and highly mobile family members face unique challenges. This session will address cross-border philanthropy, mobility and planning for uncertainty as families and family members cross borders. We will discuss traps for the unwary and solutions for the astute.
- Session 3: Keeping Control while Achieving Planning Goals
12:30 pm – 1:30 pm
This session will explore strategies for how families can benefit from tax, trust and estate plans while retaining effective control within the family
Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal.
