Almost all family offices have a structure that includes ownership of the family office partially through a dynasty trust for efficient estate and gift tax planning. The assets held in a dynasty trust are generation skipping transfer tax exempt and therefore the assets that are held in the dynasty trust are not subject to estate tax at each generational level, thus avoiding a haircut of wealth of 40 percent…

When there is a cross-border merger and acquisition there are additional complexities to plan for, typical acquisition planning in one country may be different than in another country, and the resulting tax implications can be…