Structuring and Integration of the New Family Office: Redefining Advisory Relationships

Todd joined fellow practitioners for a discussion examining best practices for structuring and integrating modern family offices and how advisory relationships are evolving to meet increasingly complex client needs.

Drawing on his experience advising multigenerational families, Todd and his co-presenters explored key considerations in designing and operating family office structures, including governance frameworks, entity design, and strategies for aligning management, ownership, and tax objectives. They also addressed emerging trends shaping the family office landscape, such as the growing sophistication of investment structures, the integration of technology and AI, and approaches to delivering holistic, client centric advice across generations.

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