Location, location, location
ON DEMAND WEBCAST |
Authored by RSM US LLP
Date and time
Available Wednesday, June 23, 2021
1 p.m. EDT | Noon CDT
For family offices, globalization and digitalization have enabled family members and office executives to work and play in different corners of the world. After all, anyone can send emails from New York, London, Singapore and beyond. But the jurisdiction of a family office matters for many reasons besides proximity to the family’s assets and investments. Additionally, while a family office headquarters can be in one’s home country, establishing a subsidiary or branch in another region could also be advantageous. Having a subsidiary can provide advantages with regard to tax treaties and cultures. Join RSM for a discussion about why the location of your family office is important, how its location can help your family meet its multigenerational goals, and steps you can take to determine if relocating your family office is right for you.
In this webcast we will cover:
- Why jurisdiction domicile is an important concern
- What regulatory considerations should be top of mind
- What tax concerns or benefits are associated with changing the location of a family office
- How geographical politics and economics may affect a family office
Learning objectives: By the end of this presentations, participants will be able to:
- Explain why jurisdiction domicile is an important concern
- Detail what regulatory considerations should be top of mind
- Describe the tax concerns or benefits associated with changing the location of a family office
- Evaluate how geographical politics and economics may affect a family office
RSM US LLP is pleased to offer one CPE credit for attending this webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must answer 75 percent of the practice questions and complete the final exam with 70% accuracy to receive credit. Only one attempt is allowed on the final exam. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.
RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Advance preparation: None | Program level: Basic | Prerequisites: None | Delivery method: QAS self-study
Field of study: Business Management & Organization | CPE: One credit
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This article was written by RSM US LLP and originally appeared on 2021-06-23.
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