Session 2: “Important family office considerations” - Security, structure and selection of advisors

The creation of a Family Office often depends on the structure, jurisdiction and level of trust and comfort that families have with external asset managers. On the other hand, the problem of insecurity in the countries presents a great challenge to promoting the growth of family offices and their best practices.  

On this occasion we will delve deeper and look for solutions to these key points that impact the growth and development of family offices.

Wednesday June 9 9 AM CST

RIA's or Investment Advisors as an option for asset management

• What are the advantages and disadvantages of relying on investment advisors in relation to having an in-house team?
• What should we look for when hiring an investment advisor?
• What are the fees charged? What is the value behind the fees of an RIA?

Structure and jurisdiction of the family office

• What factors should we take into account to define the location of the family office? (Location of family members, migration and travel plans, location of family wealth, investment plans and goals, taxes)
• What key points should we take into account when selecting a jurisdiction and structure?
• What tax implications should we take into account?

Security:

• How to avoid tax conflicts (information management, reporting/tax strategies)
• Information security (prevention measures) 
• How can we minimize or mitigate risks? Best practices
• asset security