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Planning for the Modern Family Office – What, When, Why, How

Overview


Family offices are legal structures used to help oversee, manage and coordinate the substantial private wealth of highly affluent individuals and families on a very customized basis, across generations. Jeanette Suarez Hunter joins a panel of experts to discuss the various issues related to formalizing and/or restructuring a modern family office. Topics include governance, structure considerations, SEC issues and compensation of family office employees.

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Webinar / Speaking Engagements / April 30, 2026

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STEP New York International Estate Planning Institute 2026

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