Description: The author of the Bloomberg Tax Portfolio on Family Offices and the 2023 Bloomberg Tax Portfolio author of the year is presents the Family Office Source. The Family Office Source is a complete reference for family office principals, executives and advisers, covering the following topics:
- Overview of Family Offices- Family Office Formation
- Family Office Operations
- Family Office Investments
- Family Office Owners
- Relationship Between Family Offices and Charitable Stakeholders
- Estate Planning for the Family Office