FAMILY OFFICE & NEXT GEN PLANNING TRANS NSCO CONTINE NENT - - PowerPoint PPT Presentation

▶

Aug 23, 2023 43 likes •100 views

FAMILY OFFICE & NEXT GEN PLANNING TRANS NSCO CONTINE NENT NTAL TRUSTS: I INTERNA NATIONA NAL JUNE 7, 7, 2019 2019 PRES ESEN ENTED ED B BY GEOFFREY CON CONE AMY M M. STAEHR TINA E E. ALBRIGHT GHT GCONE NE@CO CONE

SLIDE 1

TRANS NSCO CONTINE NENT NTAL TRUSTS: I INTERNA NATIONA NAL JUNE 7, 7, 2019 2019 PRES ESEN ENTED ED B BY

FAMILY OFFICE & NEXT GEN PLANNING

AMY M

M. STAEHR

ASTAEHR@ R@LRW RW-LAW. W.COM 307 307-734 34-190 1908 GEOFFREY CON CONE GCONE NE@CO CONE NEMARSHALL.CO COM +64 9 64 9 307 3950 307 3950 TINA E

E. ALBRIGHT

GHT TALBRIG IGHT@DAYPIT ITNEY.COM 212 212-297 97-240 2401

SLIDE 2

STRUCTURES

 Situs  Jurisdiction  Taxes  Entities (corporation, LLC, statutory foundation, etc.)  Family Office  Private Family Trust Company  Assets – Amount & Type  Family Goals (i.e., legacy planning, charitable giving, etc.)

Strategy Sustainability Success

SLIDE 3

PLAYERS

 Advisers  Family Members  Division of Labor  Structure  Interest and Expertise

People Process Planning

SLIDE 4

VALUES

 Family Charter  Other Governance Documents  Letters of Wishes  History (i.e., understanding and appreciating prior generations and where family’s wealth came from, etc.)  Tracking and Measuring Success

Governance Guidance Goals

SLIDE 5

FAMILY OFF FFICE & & NEXT GEN PL PLANNING

Q& Q&A

TRANS NSCONT NTINE NENTAL TRUSTS TS: I INTERNATI TION ONAL JUNE 7 7, 20 2019 19 AMY M

M. STAEHR

ASTAEHR@ R@LRW RW-LAW. W.COM 307 307-734 34-190 1908 GEOFFREY CON CONE GCONE NE@CO CONE NEMARSHALL.CO COM +64 9 64 9 307 3950 307 3950 TINA E

E. ALBRIGHT

GHT TALBRIG IGHT@DAYPIT ITNEY.COM 212 212-297 97-240 2401