Modern Family Office Structure
Optimize your family office with industry-leading legal and operational structures.
Executive Summary
For high-net-worth families, the optimal structure combines asset protection, tax efficiency, and operational control through a carefully designed entity hierarchy:
- A strategically-domiciled C-Corporation or LLC holding company (HoldCo)
- Strategically structured subsidiaries for different asset classes
- Integration with living trusts for succession planning
- Clear separation of operating entities and investment vehicles
This modern structure provides:
💰Tax Benefits
Minimized tax leakage through strategic entity structuring and jurisdictional advantages
🛡️Asset Protection
Enhanced liability protection through proper entity separation and risk management
🔄Succession Planning
Seamless wealth transfer and probate avoidance through trust integration
⚙️Operational Control
Maintained patriarch/matriarch control while enabling efficient wealth transfer
Why Modernize Your Structure?
Many family offices operate with outdated structures that expose them to unnecessary risks and inefficiencies. This recommended structure represents modern best practices.