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Experience

Representation of Family Office Executive

We represented a family office executive during the restructuring of a family office. The restructuring was undertaken to align the family office with guidance provided by the outcome of Lender Management LLC v. Commissioner of Internal Revenue, T.C. Memo. 2017-246.

Additionally, the restructuring provided the family office executive with an opportunity to become an owner in the family office entity, and we represented the executive in that matter.