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Best in class family office operations

Middle aged woman sitting at a table using her laptop computer.
60 min watch
Best practices for family offices working in a remote environment

Concerned about the future of working remotely? Our family office experts joined the Family Office Exchange for a webinar to weigh in on a few best practices and how to excel in this new normal.

Mark Blumenthal
Webinar June 17, 2020 60 min watch
Businessman in a suit sitting at a table reading through structuring transactions and tax planning guidance.
66 min watch
Structuring transactions and tax planning in difficult times

Recent developments of the CARES Act may impact the way transactions should be structured. Plante Moran partnered with Katten Muchin Rosenman LLP to deliver this presentation to IVCA members to help explain its implications. 

Mark Blumenthal
Webinar May 13, 2020 66 min watch
Wealthy elderly man in a suit looking out a glass window.
8 min read
COVID-19 tests the family office model: A roundtable discussion
The COVID-19 pandemic has brought family offices into uncharted territory. In this roundtable discussion, our experts share how the single-family office model can adapt to and master this paradigm shift.
Mark Blumenthal
Article April 16, 2020 8 min read
Business man looking out over corporate real estate
8 min watch
Seven fundamental principles of a 1031 exchange

A 1031 like-kind exchange allows business owners and investors to defer taxes on the sale of their real estate investments. Learn the seven fundamental principles of a 1031 exchange in this short video.

Laurice Saba
Video July 10, 2018 8 min watch

Deep dive: Best in class family office operations

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