Insights on Family Office Services

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

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.

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

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.

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.

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.

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

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.

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.

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.

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

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.”

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.

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.

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

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

The next Family Office University event will be hosted in person in our New York offices (with a reception to follow) and will also be available for web viewing on June 18.

Fredrick Weber will speak at the National Capital Gift Planning Council’s Annual Planned Giving Day Conference at the American University Washington College of Law on June 6, 2024.

Andy Katzenberg will present at the Parkbridge Wealth Management Spring Webinar on May 30, 2024.

Conference Chair, Kevin Matz, will be speaking at two sessions of the NYSSCPA’s Estate Planning Conference on May 23, 2024.

Senator Doug Jones and Gene Magidenko will present at the FBA’s Corporate and Association Counsel Division webinar on May 16, 2024.

Andy Katzenberg will speak at the Southern Nevada Estate Planning Counsel on March 29.

Part 4 of our Family Office 101 series reviewed trust structures for family offices on March 14, 2024.

Kevin Matz will present on strategies for wealth transfer and asset protection at an online webinar on February 15, 2024.

Christine Quigley will present at the STEP Orange County, 12th Annual Institute on Tax, Estate Planning and the World Economy on February 15, 2024, from 10:30AM-12:30PM PST.