In the Headlines
October 2016

Protecting Against Risk in Increasingly-Complex Family Offices

Market Currents Family Office Series 2016

For most family offices, the shift towards alternative investments such as hedge funds and private-equity funds has created a new array of risks, with one such consequence being high taxes for an alternatives-heavy portfolio. A popular solution to this problem is holding investments through a so-called private placement life insurance vehicle. Attorney Gal Kaufman notes that some family offices pay very large premiums annually into private placements.

"The real benefit is that they're stripped down in terms of fees," said Mr. Kaufman.

READ: Protecting Against Risk in Increasingly-Complex Family Offices

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