Expert Guidance on Family Office Privacy and Tax Strategies – April, 2023

Handler Law’s Thomas Handler joined Richard C. Wilson to discuss the critical importance of privacy, confidentiality, and legal protections for ultra-high-net-worth families and single-family offices. With increasing risks from cyber threats, blackmail, and IRS scrutiny, safeguarding financial and personal information has never been more vital.

Tom highlighted key strategies, including structuring entities to maintain anonymity, using non-disclosure agreements, and leveraging attorney-client privilege to shield sensitive discussions. He also explained the advantages of Kovel letters, which help extend legal protections to CPAs and other advisors involved in tax planning.

With decades of experience advising centimillionaires, billionaires, and family offices worldwide, Handler Law, LLP. provides sophisticated estate planning and tax strategies tailored to the unique needs of ultra-wealthy families.