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  1. Services
  2. Family Office Services

Insights on Family Office Services

68 total results. Page 1 of 3.

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        Events
        CCPG 2025 Annual Symposium: Securing Good for All | A Legacy of Philanthropy
        May 21, 2025
        Fredrick B. Weber

        Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the CCPG 2025 Annual Symposium in Chicago on May 21, 2025.

        Events
        31st Arizona Charitable Gift Planners Annual Conference
        May 16, 2025
        Fredrick B. Weber

        Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the conference in Phoenix, AZ on May 16, 2025. The conference is hosted by Arizona Charitable Gift Planners.

        Press Release
        AFS Represents NWSL in Sale of Controlling Interest in Utah Royals FC
        April 24, 2025

        ArentFox Schiff represented the National Women’s Soccer League (NWSL) in connection with the Miller family’s acquisition of a majority stake in the Utah Royals FC club. The Miller family brings a longstanding legacy in local professional sports ownership, having previously owned the NBA’s Utah Jazz from 1985 to 2020.

        Events
        The 32nd Annual NCPG Conference: Charitable Giving Today for a Sustainable Tomorrow
        April 22, 2025
        Fredrick B. Weber

        Fredrick Weber will present at the 32nd Annual NCPG Conference in San Francisco, CA, on April 22, 2025.

        Alerts
        The Big Six Items That Family Offices Need to Consider in 2025
        March 13, 2025
        Kevin Matz, Evgeny Magidenko, Sarah Kerr Severson, Megan Woodward Daily, Maria Ortega Castro, Angelica F. Russell-Johnson

        Across all industries, family offices and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are six issues that family offices should consider and be mindful of this year.

        Alerts
        What Private Companies and Family Offices Need to Consider in 2025
        March 7, 2025
        Kevin Matz, Adam Diederich, Evgeny Magidenko, Thorne Maginnis, Matthew F. Prewitt, Berin S. Romagnolo, Sarah Kerr Severson, Cody C. Boender, Michelle R. Bowling, Emily P. Caylor, Megan Woodward Daily, Matthew W. Kulju, Emily B. Lewis, Lucia Lorenz, Alexis Mozeleski, Maria Ortega Castro, Mike Ragan, Angelica F. Russell-Johnson, Ashley N. Tomillo, Jeffrey B. Weston, Jai Williams, Felicia A. Xu

        Across all industries, private companies, family offices, and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are 11 issues that family offices and the owners and leaders of privately held companies should consider and be mindful of this year.

        Press Release
        ArentFox Schiff Welcomes Private Clients, Trusts & Estates Partner Todd Angkatavanich
        March 4, 2025

        ArentFox Schiff is pleased to announce the addition of Partner Todd Angkatavanich to its Private Clients, Trusts & Estates practice in the firm’s New York office. Todd brings more than three decades of experience advising clients on advanced wealth and succession transition planning.

        Events
        Advanced Estate Planning for Large Estates: FLPs, Dynasty Trusts, SLATs, CRUTs/CRATs, Gift-Sales, Non-Grantor Trusts
        February 27, 2025
        Andrew S. Katzenberg

        Andrew S. Katzenberg will present in an upcoming Strafford live video webinar on February 27, 2025. The webinar is hosted by Strafford.

        Events
        Highlights of Heckerling
        January 16, 2025
        Kevin Matz, Christine R.W. Quigley, Thomas W. Abendroth

        Tom Abendroth, Christine Quigley and Kevin Matz will present a panel discussion on February 6, 2025. The webinar is sponsored by  WealthManagement.com.

        Events
        59th Annual Heckerling Institute on Estate Planning
        January 14, 2025
        Thomas W. Abendroth

        Tom Abendroth will present during two sessions at the 2025 Heckerling Institute.

        Events
        Family Office Investments: Important Regulatory and Fiduciary Considerations
        November 13, 2024
        Christopher J. Roman, Lynn J. Watkins, Jon K. Jurva, David C. Blickenstaff, Adam Diederich, Kirstie Brenson

        Part Six of our Family Office University event series will be hosted in person in our Chicago offices (with a reception to follow) and will also be available for web viewing. Speakers include Chris Roman, Lynn Watkins, Jon Jurva, Dave Blickenstaff, Adam Diederich, and Kirstie Brenson.

        Events
        2024 CGP Conference
        October 30, 2024
        Fredrick B. Weber

        Fred Weber will present at the National Association of Charitable Gift Planners Annual Conference in Orlando, FL, on October 30, 2024.

        Events
        Elder Law Short Course 2024
        October 28, 2024
        Fredrick B. Weber

        Counsel Fred Weber will present at the Illinois Institute for Continuing Legal Education’s (IICLE) Elder Law Short Course in Chicago, IL, on October 28, 2024.

        AI Law Blog
        AI in Family Offices: Navigating the AI Frontier in Wealth Management and Fiduciary Liability
        October 15, 2024
        Hanna R. Dameron, Tracy L. McLaughlin, Kevin Matz

        Artificial intelligence (AI) has made waves across various industries, and wealth management is no exception. AI’s ability to analyze vast amounts of data and generate insightful reports has the potential to significantly enhance the efficiency and effectiveness of wealth management firms.

        Events
        Family Office 101, Part 6
        October 1, 2024
        Thomas W. Abendroth, David C. Blickenstaff, Kirstie Brenson, Adam Diederich, Jon K. Jurva, Christopher J. Roman, Lynn J. Watkins, Nana Darkwa

        Part six of our Family Office University event series will be hosted in person in our Chicago office (with a reception to follow) and will also be available for web viewing on November 13th.

        Alerts
        The Importance of Including Revocable Trusts in Estate Planning
        October 1, 2024
        Sarah M. Roscioli, Kevin Matz

        In the realm of estate planning, many people are familiar with the traditional will as a means of distributing assets after death.

        Events
        Emerging Philanthropy Conference
        September 27, 2024
        Fredrick B. Weber

        Fred Weber will lead a breakout session at the Emerging Philanthropy Conference hosted by the Pittsburgh Planned Giving Council and the Western Pennsylvania chapter of the Association of Fundraising Professionals (AFP) in Pittsburgh, PA, on September 27, 2024.

        Events
        The Illinois Trust Code: Highlights for Fiduciaries
        September 11, 2024
        Susan T. Bart, Allison K. Pfeifle, Luke E. Harriman, Jessica J. Birnbaum, Oliver R. Merrill, David C. Blickenstaff

        Attorneys at ArentFox Schiff LLP will present on aspects of the ITC of particular relevance to fiduciaries, including fiduciary duties, identifying the persons who should receive notices and accounts, preparation of notices and accounts, and trust modification.

        Events
        Choosing the Right Fiduciary for Post-Death Administration
        September 10, 2024
        Fredrick B. Weber

        Identifying the fiduciary who will administer a charitable estate or trust after a death can be a much more critical decision than many clients and donors may realize.

        Events
        CPGR Summer Symposium 2024
        August 21, 2024
        Fredrick B. Weber

        Fred Weber will present at the Colorado Planned Giving Roundtable’s (CPGR) Summer Symposium on August 21, 2024, in Denver, Colorado.

        Press Release
        More Than 130 ArentFox Schiff Attorneys Recognized by Best Lawyers in 2025
        August 16, 2024

        ArentFox Schiff is pleased to announce that 135 attorneys have been recognized by The Best Lawyers in America 2025, with two attorneys highlighted as “Lawyers of the Year” and 70 attorneys listed as “Ones to Watch.”

        AI Law Blog
        AI in Family Offices: The Risks of Relying on AI for Decision-Making and Client Services
        August 6, 2024
        Hanna R. Dameron, Tracy L. McLaughlin, Kevin Matz

        In the evolving landscape of family offices, the integration of artificial intelligence (AI) presents both opportunities and challenges, particularly in terms of fiduciary responsibility and client services.

        Alerts
        Boilerplate That Matters in Ownership Disputes: An Overview of Indemnification and Advancement Clauses
        July 9, 2024
        Adam Diederich, Kirstie Brenson

        Situations involving family dynamics, significant wealth, and fiduciary duties can be ripe for conflict. Disputes frequently arise among owners and managers of closely held businesses, family office constituencies, and other fiduciary-beneficiary relationships.

        AI Law Blog
        AI in Family Offices: A Closer Look at Privacy, Confidentiality, and Fiduciary Responsibility
        June 24, 2024
        Hanna R. Dameron, Tracy L. McLaughlin, Kevin Matz

        The integration of artificial intelligence (AI) has revolutionized various industries, offering efficiency, accuracy, and convenience.

        Events
        ACTEC Summer Meeting 2024
        June 18, 2024
        David C. Blickenstaff

        Dave Blickenstaff will present at the ACTEC Summer Meeting on June 22.

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