November 2018

2018 Hawaii Tax Institute Conference

Jonathan Lurie Discusses Factors to Consider When Establishing a Family Office

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Jonathan Lurie sat down with professionals from Wilmington Trust at the 2018 Hawaii Tax Institute Conference to discuss the factors to consider when establishing a family office. The establishment of a family office is an excellent way for an affluent family to manage their wealth and transfer it from one generation to the next. Watch Jonathan’s interview here to find out how some clients are leveraging technology to form a virtual family office.