Family Offices: A to Z About Acting as Legal Counsel for a Family Office

Accreditation Wreath Icon AL
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

For the ultra-wealthy, it is not just the household that requires staff. Ultra high net worth families face a complicated set of legal issues that require a skilled legal team. This CLE course will explain the various types of family offices, including multi-generational families and the instant wealth created by technology companies, and the responsibilities that attorneys who represent them must be aware of. Regulatory and governance issues, contracts, confidentiality, PR and reputation management, additional staff and matters involving inheritance and succession will all be discussed. Attorneys serving these families are called on to find unique legal solutions to complex issues, and therefore are best prepared to meet their clients needs if they are familiar with common issues that wealth holders face. Hear leading experts in the field discuss the latest developments in the changing landscape of Family Office Law. This CLE program will also be valuable for lawyers in transition who are exploring family office law as a focus. Topics will include: • Family Offices – Types and Structures • Responsibility of Family Office Counsel – Best Practices • Regulatory issues affecting Family Offices today • Governance issues • Household staff issues, contracts and confidentiality • Reputation management • Succession issues – creating a lasting family unit rather than rifts for generations
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