Organizing and Advising Family Offices – National Academy of Continuing Legal Education

November 2, 2015 | posted in: Events, Publications and Presentations | by

E. David Smith, Esq., and Steven J. Thayer, Esq., jointly presented a course for lawyers on Organizing and Advising Family Offices for the National Academy of Continuing Legal Education.  The two hour program covers the A-Z of Family Office representation and is designed for family office counsel and decision makers.  It reviews the latest developments in family office law in addition to key foundations in family office representation.  The program is available at

From the course description:
Family offices and ultra high-net-worth families have many complex legal issues that need to be met by competent and knowledgeable attorneys. In addition to the legal needs of multigenerational families of wealth, the creation of fast-growing companies in the technology sector and other industries has led to a new class of wealth holders who need qualified legal advisors.

Attorneys serving these families are called on to find unique legal solutions to complex issues, and therefore are best prepared to meet their clients needs if they are familiar with common issues that wealth holders face. Hear leading experts in the field discuss the latest developments in the changing landscape of Family Office Law. This CLE program will also be valuable for lawyers in transition who are exploring family office law as a focus.

Topics include:

Family Offices – Types and Structures
Responsibility of Family Office Counsel – Best Practices
Regulatory issues affecting Family Offices today
Governance issues
Household staff issues, contracts and confidentiality
Reputation management
Succession issues – creating a lasting family unit rather than rifts for generations

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