W talks: families and family office
Welcome to our families and family office podcast series, produced the the Withers families and family office group. Whether it relates to trust and estate planning, family business and investment issues, charitable and family legacy, or the structure and governance of family offices, Withers Families and Family Office Group has experienced lawyers across the US and around the world with relevant corporate, tax, trust and other related experience to help listeners navigate through family transitions and find the answers they need. In this podcast series, Ivan Sacks, the Head of the family office practice, talks with experienced practitioners in our Group about key topics related to managing, protecting, and enhancing multi-generational family wealth.
Episodes
7 episodes
Family offices as direct investors
In this podcast, we look at family offices as direct investors. Our host and head of the family office practice, Ivan Sacks, talks to Megan Jones, a Private Client lawyer in Withers' LA office with a background as an investment banker in Silico...
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13:37
Sibling rivalries in family businesses
In this podcast, we look at sibling rivalries in family businesses. Our host and head of the family office practice, Ivan Sacks, talks to Lou Mezzullo, an experienced advisor and speaker on family business succession planning and a frequent exp...
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7:45
Asset protection for children including trusts and prenups
In this podcast, our host and head of the family office practice, Ivan Sacks, talks to Christina Baltz, a Partner in Withers' Private Client practice in New York with extensive experience advising on estate planning and pre-nuptial agreements.&...
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7:51
Moving trusts
In this podcast, we look at moving a trust. Our host and head of the family office practice, Ivan Sacks, talks to Sandra Fung, about moving the situs of a trust from one jurisdiction to another. The movement of trusts may be influenced by life ...
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8:03
Opportunities for planning in a low interest environment
In this podcast, we look at the opportunities for planning in the current, low-interest rate environment. Our host and head of the family office practice, Ivan Sacks, talks to Genevieve Larson, the head of Withers San Francisco office and a not...
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9:16
Employment agreements, and incentives for performance and retention
In this podcast, we look at employment agreements and incentives for performance and retention. Our host and head of the family office practice, Ivan Sacks, talks to David Guin, head of Withers' corporate practice in the US who often acts as ou...
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6:50
Structuring family offices for tax and investment benefits
In this podcast, we look at the structuring of family offices for tax and investment benefits. Our host and head of the family office practice, Ivan Sacks, talks to Bill Kambas, a noted practitioner, speaker and author on the subject, about tax...
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10:44