Doris Bonora, TEP, Q.C., Julianne Doe, Edmund Leow, SC, Edward Marshall, Brian Raftery, and Rick Ross of Dentons LLP, have made available for download their article, Family office strategic considerations – pivotal questions family offices should ask their lawyer, published in JDSUPRA. The abstract is as follows:
As family offices look for ways to improve their structures and revisit their legal strategies, we offer the following set of questions to help you engage with your legal team. Please note that this is not a comprehensive list, but merely a starting point to help navigate each family office in the right direction. The complexity of each situation may dictate that additional queries be contemplated. Knowing which questions to ask and when to ask them is critical to the success of each family office. There are no easy answers in the family office realm. However, the below dynamic sample questions are imperative for each family office to consider.
Posted by Jessica Ji, Associate Editor, Wealth Strategies Journal.
Wealth Strategies Journal 