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Aug 1, 2007 12:00 PM
Wither the Family Office?
The family office market has become crowded and muddled. Once the domain of easily understood private offices, each dedicated to the needs of a single, very wealthy family, the family office market now includes financial firms of all sizes. The first mutation occurred when traditional single-family offices decided, as an overhead-sharing strategy, to add additional families as clients. Next came the commercial financial services firms that “rebranded” themselves, either entirely or with respect to an internal division, as multi-family offices. With the confused offerings, what can we expect?
Here are my four predictions:
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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