Best Practices for a World Class Family Office Part 1
FamilyOffice FamilyOffice
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 Published On Apr 27, 2022

Featuring: Bill Kambas, Partner, Withers


Timestamps:
0:00 Introduction
1:41 Introducing Bill Kambas
4:00 The 5 Best Practices for a World-Class Family Office
8:56 The Meaning of a Single-Family Office
10:35 The 5 Best Practices for a World-Class Family Office (continued)
13:56 3 Lenses Through Which to Evaluate Family Offices
21:43 Governance within a Family Office
39:48 Taking Jurisdiction Shopping into Consideration
47:46 How do the structures intertwine to be tax advantageous?
55:52 Would you be more open to jurisdictional fluidity on the state planning and trust side?
1:00:55 The management of one's own assets is not a trader's business
1:04:30 Importance of High-Level Management in a Family Office
1:15:29 May there be some nuances of an LLC vs a C Corp?
1:17:54 The Importance of the Right People in a Family Office
1:25:04 Find Out More About Bill Kambas and Withers
1:26:24 Outro




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