Episode 5 – Family Office Integration and Tax Planning

09/04/24 • 19 min

On episode 5 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Director of Tax Henry Shew to discuss tax. Adam and Henry distinguish between tax preparation and tax planning, and the benefits of family office integration in developing tax strategies. They offer examples of additional complication that naturally arises among the ultra-wealthy, and the considerations that are critical in providing holistic advice that meets the family’s financial and non-financial objectives.

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].

Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].

Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

Previous Episode

Episode 4 – How a Family Office Gives Your Time Back

On episode 4 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Co-Founder and CIO Neil Nisker about family administration. They address the ways in which administrative responsibilities fit into broader family office services, and the privilege enjoyed by wealthy families to be selective about how they spend their time.

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].

Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

Next Episode

Episode 6 – Risk Management for Wealthy Families

On episode 6 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about risk management. Adam and Kevin talk about the unique financial and non-financial risks that the wealthiest families face. They cover the ways that families can come to rely on a key person and how integration with a family office can reduce the risk of that person no longer being present. They also walk through the topic of marital agreements, and how professionals can help families navigate these difficult conversations to ultimately foster better relationships.

For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].

Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.

The Our Family Office Podcast - Episode 5 – Family Office Integration and Tax Planning

Transcript

Adam00:00:08.564

Welcome back to the Our Family Office podcast. Over the course of this season, we're exploring the areas of focus for a purpose built family office and the ways in which a family office can improve the lives and relationships of Canada's wealthiest families. On today's episode, we'll be discussing tax and estate planning, and I'm happy to be joined by Henry Shew, our Managing Director of Tax. Henry, thanks for being here.

Henry0