• Episode 5 – Family Office Integration and Tax Planning

  • Sep 4 2024
  • Length: 19 mins
  • Podcast

Episode 5 – Family Office Integration and Tax Planning

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  • Summary

  • 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 info@ourfamilyoffice.ca.

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