FAMILY OFFICE & NEXT GEN PLANNING TRANS NSCO CONTINE NENT - PowerPoint PPT Presentation

FAMILY OFFICE & NEXT GEN PLANNING TRANS NSCO CONTINE NENT NTAL TRUSTS: I INTERNA NATIONA NAL JUNE 7, 7, 2019 2019 PRES ESEN ENTED ED B BY GEOFFREY CON CONE AMY M M. STAEHR TINA E E. ALBRIGHT GHT GCONE NE@CO CONE NEMARSHALL.CO COM ASTAEHR@ R@LRW RW-LAW. W.COM TALBRIG IGHT@DAYPIT ITNEY.COM +64 9 64 9 307 3950 307 3950 307 307-734 34-190 1908 212 212-297 97-240 2401

 Situs  Jurisdiction  Taxes STRUCTURES  Entities (corporation, LLC, statutory foundation, etc.) Strategy  Family Office Sustainability  Private Family Trust Company Success  Assets – Amount & Type  Family Goals (i.e., legacy planning, charitable giving, etc.)

 Advisers  Family Members PLAYERS  Division of Labor People  Structure Process  Interest and Expertise Planning

 Family Charter  Other Governance Documents VALUES  Letters of Wishes Governance  History (i.e., understanding and Guidance appreciating prior generations and where Goals family’s wealth came from, etc.)  Tracking and Measuring Success

Q& Q&A FAMILY OFF FFICE & & NEXT GEN PL PLANNING TRANS NSCONT NTINE NENTAL TRUSTS TS: I INTERNATI TION ONAL JUNE 7 7, 20 2019 19 GEOFFREY CON CONE AMY M M. STAEHR TINA E E. ALBRIGHT GHT GCONE NE@CO CONE NEMARSHALL.CO COM ASTAEHR@ R@LRW RW-LAW. W.COM TALBRIG IGHT@DAYPIT ITNEY.COM +64 9 64 9 307 3950 307 3950 307 307-734 34-190 1908 212 212-297 97-240 2401