Tax Issues for Family Offices: Structuring Options, Income Tax Planning, Allocations, Investments

Ms. Avigdor is the Founder of Wealth Dialogue LLC. She is a trusted advisor to family offices and UHNW individuals for more than 25 years.

Mr. Fiore is a managing director in the Andersen US National Tax office, where he focuses on gift, estate, individual, charitable and fiduciary tax consulting, and compliance matters. He has significant experience with tax and financial matters affecting entrepreneurs, executives, and other high-net-worth individuals. Mr. Fiore has worked with numerous families and closely held businesses to develop and implement wealth maximization plans through the use of family entities, income tax planning, stock option planning, charitable giving strategies, and effective gift and estate tax planning. He Carl has been published and interviewed in Trusts & Estates, Practical Tax Strategies, The Metropolitan Corporate Counsel, and The Tax Stringer, and is a frequent speaker on tax planning matters. Mr. Fiore is also a co-author of the Andersen treatise, Tax Economics of Charitable Giving.

Mr. Gross is the chair of Kleinberg Kaplan’s Tax Department and has been advising fund clients and other clients at the firm since 1993. He provides advice on federal, state, local and international tax issues concerning hedge funds, private equity funds and real estate funds, in addition to other myriad tax issues confronting business entities and individuals. Mr. Gross counsels clients on structuring and restructuring funds; structuring investment managers and general partners; compensating managers and employees; investing in funds; and seeding, buying and selling management entities. He also advises clients on planning and structuring securities transactions, foreign investment in U.S. real estate, acquisitions and dispositions of assets, nonqualified deferred compensation, Puerto Rico tax planning, ERISA matters, and numerous other tax issues.