W talks: families and family office
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Latest episodes
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Family offices as direct investors
October 8, 2020 · 14 minIn this podcast, we look at family offices as direct investors. Our host and head of the family office practice, Ivan Sacks, talks to Megan Jones, a Private Client lawyer in Withers' LA office with a background as an investment banker in…
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Sibling rivalries in family businesses
October 1, 2020 · 8 minIn this podcast, we look at sibling rivalries in family businesses. Our host and head of the family office practice, Ivan Sacks, talks to Lou Mezzullo, an experienced advisor and speaker on family business succession planning and a…
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Asset protection for children including trusts and prenups
September 24, 2020 · 8 minIn this podcast, our host and head of the family office practice, Ivan Sacks, talks to Christina Baltz, a Partner in Withers' Private Client practice in New York with extensive experience advising on estate planning and pre-nuptial…
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Moving trusts
September 16, 2020 · 8 minIn this podcast, we look at moving a trust. Our host and head of the family office practice, Ivan Sacks, talks to Sandra Fung, about moving the situs of a trust from one jurisdiction to another. The movement of trusts may be influenced by…
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Opportunities for planning in a low interest environment
September 10, 2020 · 9 minIn this podcast, we look at the opportunities for planning in the current, low-interest rate environment. Our host and head of the family office practice, Ivan Sacks, talks to Genevieve Larson, the head of Withers San Francisco office and…
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Employment agreements, and incentives for performance and retention
September 1, 2020 · 7 minIn this podcast, we look at employment agreements and incentives for performance and retention. Our host and head of the family office practice, Ivan Sacks, talks to David Guin, head of Withers' corporate practice in the US who often acts…
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Structuring family offices for tax and investment benefits
August 26, 2020 · 11 minIn this podcast, we look at the structuring of family offices for tax and investment benefits. Our host and head of the family office practice, Ivan Sacks, talks to Bill Kambas, a noted practitioner, speaker and author on the subject…