The Critical Importance of Having the Proper Legal Structures in Place in Order for a Family Office to Endure for Multiple Generations with Tom Handler, Founder and Managing Partner of Handler Thayer, LLC.
Family Office World
00:00
The Impact of the Lender Case on Family Office Structures
The IRS tried to disallow deductions for investment expenses in a family office. The case was unsuccessful, but it's an example of what could be done with the right structure and rules. "I think if you've got good facts and it makes sense ... that is the right thing to do," he says.
Transcript
Play full episode
