Who Should Own and Operate a Family Office and Ideal Structures

Bill is a partner in, and the Regional Division Leader of, the US Private Client and Tax team.

He focuses on tax planning for multi-national and multi-state personal, active business, and investment activities, with a particular emphasis on tax structuring and choice of business entity for US and non-US business owners and investors. Bill has represented a variety of private and public interests, including family-owned, start-up, and multi-million dollar enterprises on purely domestic as well as inbound and outbound business transactions and cross-border investments (whether made directly or through investment funds or joint ventures). In particular, he has considerable experience advising on tax planning for US real estate investments (whether residential or commercial, development, operational, or for personal use). An integral part of Bill’s practice involves assisting families and/or their family offices with the formation, management, and/or periodic evaluation of multinational and/or multi-generational centralized control and management structures, such as family offices and private trust companies.

Bill has participated in numerous speaking engagements, industry memberships, and publications. For example, Bill has been a guest lecturer at the Heckerling Institute, the Hellenic Studies Program at Yale University, the Columbia Business School’s Family Business Program at Columbia University, the University of Connecticut School of Law, and the Charles F. Dolan School of Business at Fairfield University, as well as with the International Fiscal Association, American Bar Association, and the Society of Trusts and Estates Practitioners.

Bill has been recognized by a number of industry groups, including as one of the Top 100 Family Influences by Family Capital Media; as a Fellow of the American Bar Foundation; as a “key lawyer” by The Legal 500 US in the area of international tax; as one of the Best Lawyers in the US for the years of 2021, 2020, 2019, and 2018; and as one of the Connecticut Law Tribune’s New England Trailblazers for 2019.

Ivan is a partner in the private client and tax team.

He is a private client lawyer and trusted advisor to international and domestic families and family offices. Ivan heads the Withers Families and Family Office group, is a member of the firm’s Latin American and Asia-Pacific groups and was also global chairperson of Withersworldwide from July 2013 to July 2019.

Both in the US and in an international context, he counsels families and entrepreneurs on the structuring of their closely held business interests, family offices and charitable foundations, the design and administration of trusts and estates, and comprehensive risk management, governance and succession planning. He also frequently advises banks and trust companies on fiduciary matters.

Ivan is admitted to the bar of the State of New York and the Federal District Court for the Southern District of New York. He graduated from Columbia Law School, where he was a Harlan Fiske Stone Scholar, a Charles Evans Hughes Fellow and Editor-in-Chief of the Columbia Human Rights Law Review. He is an active member of several bar associations and speaks frequently on topics related to wealth planning.

He is the global head of Withers Pro Bono programs and serves as a director or other fiduciary for a number of private enterprises, trusts and charitable organizations. Among publicly acknowledged roles, he is Chairman of the Jose Limon Dance Foundation, Chairman of the International Patrons of the Duomo, and Trustee of the Brugnaro Blind Trust for the Mayor of Venice, Luigi Brugnaro.

Ivan is listed in America’s Best Lawyers, New York Super Lawyers, Legal Week’s Private Client Global Elite, Chambers and Partners, and Citywealth Leaders Lists, among others.

Tamarind Learning podcasts are for informational and educational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. All podcast content is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the podcast constitutes professional, investment, legal, and/or financial advice, nor does any information on the podcast constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. No information from the podcast is to be construed as instruction or a recommendation of, or an offer to buy or sell, or the solicitation of an offer to buy or sell, any security, financial product, or instrument, or an instruction or recommendation to participate in any particular investment. Tamarind Learning does not undertake activities requiring registration as, and is not a broker-dealer. Tamarind Learning does not represent that its guest’s material is accurate, current, or complete and it should not be relied upon as such. Tamarind Learning may provide hyperlinks to websites operated by third parties. When you select these hyperlinks, you will be leaving the Tamarind Learning site. Because Tamarind Learning has no control over such sites or their content, Tamarind Learning is not responsible for the availability of such external sites or their content and Tamarind Learning does not adopt, endorse or nor is it responsible or liable for any of the comments or information including advertising, products or other materials shared by its guests or that may be available through such hyperlinked websites or resources. YOUR USE OF THIRD-PARTY CONTENT, INCLUDING WITHOUT LIMITATION, YOUR USE OF ANY INFORMATION, DATA, ADVERTISING, PRODUCTS, OR OTHER MATERIALS ON OR AVAILABLE THROUGH SUCH PODCAST GUESTS AND ASSOCIATED WEBSITES, IS AT YOUR OWN RISK AND IS SUBJECT TO THEIR TERMS OF USE.
  • Share This Page