Insights on Family Office Services

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the CCPG 2025 Annual Symposium in Chicago on May 21, 2025.

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the conference in Phoenix, AZ on May 16, 2025. The conference is hosted by Arizona Charitable Gift Planners.

Fredrick Weber will present at the 32nd Annual NCPG Conference in San Francisco, CA, on April 22, 2025.

Across all industries, family offices and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are six issues that family offices should consider and be mindful of this year.

Across all industries, private companies, family offices, and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are 11 issues that family offices and the owners and leaders of privately held companies should consider and be mindful of this year.

ArentFox Schiff is pleased to announce the addition of Partner Todd Angkatavanich to its Private Clients, Trusts & Estates practice in the firm’s New York office. Todd brings more than three decades of experience advising clients on advanced wealth and succession transition planning.

Andrew S. Katzenberg will present in an upcoming Strafford live video webinar on February 27, 2025. The webinar is hosted by Strafford.

Tom Abendroth, Christine Quigley and Kevin Matz will present a panel discussion on February 6, 2025. The webinar is sponsored by  WealthManagement.com.

Tom Abendroth will present during two sessions at the 2025 Heckerling Institute.

Part Six of our Family Office University event series will be hosted in person in our Chicago offices (with a reception to follow) and will also be available for web viewing. Speakers include Chris Roman, Lynn Watkins, Jon Jurva, Dave Blickenstaff, Adam Diederich, and Kirstie Brenson.

Fred Weber will present at the National Association of Charitable Gift Planners Annual Conference in Orlando, FL, on October 30, 2024.

Counsel Fred Weber will present at the Illinois Institute for Continuing Legal Education’s (IICLE) Elder Law Short Course in Chicago, IL, on October 28, 2024.

Artificial intelligence (AI) has made waves across various industries, and wealth management is no exception. AI’s ability to analyze vast amounts of data and generate insightful reports has the potential to significantly enhance the efficiency and effectiveness of wealth management firms.

Part six of our Family Office University event series will be hosted in person in our Chicago office (with a reception to follow) and will also be available for web viewing on November 13th.

In the realm of estate planning, many people are familiar with the traditional will as a means of distributing assets after death.

Fred Weber will lead a breakout session at the Emerging Philanthropy Conference hosted by the Pittsburgh Planned Giving Council and the Western Pennsylvania chapter of the Association of Fundraising Professionals (AFP) in Pittsburgh, PA, on September 27, 2024.

Attorneys at ArentFox Schiff LLP will present on aspects of the ITC of particular relevance to fiduciaries, including fiduciary duties, identifying the persons who should receive notices and accounts, preparation of notices and accounts, and trust modification.

Identifying the fiduciary who will administer a charitable estate or trust after a death can be a much more critical decision than many clients and donors may realize.

Fred Weber will present at the Colorado Planned Giving Roundtable’s (CPGR) Summer Symposium on August 21, 2024, in Denver, Colorado.

ArentFox Schiff is pleased to announce that 135 attorneys have been recognized by The Best Lawyers in America 2025, with two attorneys highlighted as “Lawyers of the Year” and 70 attorneys listed as “Ones to Watch.”

In the evolving landscape of family offices, the integration of artificial intelligence (AI) presents both opportunities and challenges, particularly in terms of fiduciary responsibility and client services.

Situations involving family dynamics, significant wealth, and fiduciary duties can be ripe for conflict. Disputes frequently arise among owners and managers of closely held businesses, family office constituencies, and other fiduciary-beneficiary relationships.

The integration of artificial intelligence (AI) has revolutionized various industries, offering efficiency, accuracy, and convenience.

Dave Blickenstaff will present at the ACTEC Summer Meeting on June 22.

The next Family Office University event will be hosted in person in our New York offices (with a reception to follow) and will also be available for web viewing on June 18.