Katten will present the "How to Develop or Expand a Family Office, Including Into Direct Investing" program at 4:30 p.m. on Thursday, July 18. Katten panelists will include Henry Bregstein, global co-chair of the firm’s Financial Services practice; David Kravitz, head of the New York Corporate practice; and Kathryn von Matthiessen, partner in the Private Wealth practice. The panel will discuss:

  • important family office considerations before the sale of a private business;
  • reasons to form a family office;
  • types of family offices and appropriate size, staffing issues and outsourcing alternatives;
  • business and tax considerations in forming and structuring a family office; and
  • how to build a successful direct investing program as defined by your individual goals and willingness to dedicate resources.

For more information, contact Beth Knapp.

Katten Muchin Rosenman LLP
575 Madison Avenue
New York, NY 10022