Workshop: Planning for the Modern Family Office – What, When, Why, How

Date: Thursday, November 14, 2019
Time: 8:30am - 10:30am
Location: JPMorgan Chase Bank, 21 S. Clark Street-57th Floor, Chicago, IL
Speaker: Jeanette Suarez Hunter, McDermott Will & Emery; Joseph Karczewski, Andersen Tax, Anita M. Sarafa, JP Morgan Chase Bank

Family offices are legal structures used to help oversee, manage and coordinate the substantial private wealth of highly affluent individuals and families on a very customized basis, across generations.  This workshop will discuss the various issues related to formalizing and/or restructuring a modern family office.  Topics will include governance, structure considerations, SEC issues and compensation of family office employees. 

8:00 - 8:20 AM - Registration

8:20 AM - Remarks

8;30 - 10:00 AM - presentation

10:00 - 10:30 AM - Q&A


Earlybird Regitration ends: Monday, November 4th

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