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YOU’RE INVITED: For Profit Family Office Structure – Is It Right For Your Family? - Pat Soldano

YOU’RE INVITED: For Profit Family Office Structure – Is It Right For Your Family?

Is there a gray line between your family office and your family business creating unnecessary risk?

Have you lost deductibility for meaningful investment related expenses due to the 2018 tax law change?

A For Profit Family Office structure might be the answer to create opportunity for operational efficiencies, privacy, and reduce tax liabilities.

Join Allan Zachariah, Co-Chairman of Pathstone, in an interactive discussion on the key benefits and considerations of this modern family office structure.

Allan Zachariah is a co-founder and serves as Co-Chairman of Pathstone, the Modern Family Office, which serves families, family offices, and endowments and foundations. He is a shareholder and a member of the firm’s Executive Leadership Team. He served as Co-CEO from the inception of Pathstone through June 2022. Allan has over 41 years of professional experience as an advisor to families of significant wealth, designing sophisticated wealth transfer strategies for family businesses and high-net-worth individuals, and is a frequent speaker on wealth transfer techniques and family office structures.

Participants will learn:

  • What is a For Profit Family Office
  • The risks and opportunities of the structure
  • Key benefits and considerations

Save the Date. Register Today.

About Pathstone
Pathstone is an independently operated partner-owned advisory firm, offering families, family offices and select nonprofit institutions comprehensive family office services and customized investment advice. Pathstone’s objective is to help clients create, manage and preserve wealth across generations. Pathstone integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.

For additional information visit https://www.pathstone.com/

Family Enterprise USA advocates for American Family business. We help family businesses communicate their challenges and contributions to American economic freedom to Legislators. We represent all American family businesses; not just specific industries and provide research to enhance the opportunity for success. We help family businesses continue to establish their unique business legacy. Family Enterprise USA is a 501(c)(3) non-profit organization.. Family foundations can donate.

Become a Family Enterprise USA Member

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Family Enterprise USA is the organization that represents all family businesses on a national level in DC; it is not unique to any industry. Family Enterprise USA is different from other organizations because it represents and advocates for the families of family businesses and the issues, they face running their businesses every day. Our sole mission and purpose is to promote family businesses and their job growth in America. We also support the work of Family Business Centers across the country. We hope your family will choose to be a member of Family Enterprise USA.