Katten will present the "How to Develop or Expand a Family Office, Including Into Direct Investing" program at 12:00 p.m. on Thursday, May 2. Katten panelists will include Saul Rudo, national head of the firm's Transactional Tax Planning practice, and David Allen, partner in the Private Wealth practice. The panel will discuss:
- important family office considerations before the sale of a private business;
- reasons to form a family office;
- types of family offices and appropriate size, staffing issues and outsourcing alternatives;
- business and tax considerations in forming and structuring a family office; and
- how to build a successful direct investing program as defined by your individual goals and willingness to dedicate resources.
For more information, contact Beth Knapp.
Katten Muchin Rosenman LLP
525 West Monroe Street
Chicago, IL 60661
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Partner and Chair, Transactional Tax Planning, Co-Chair, Family Offices+1.312.902.5664
Chicago
