Rosen, Sapperstein& Friedlander, LLC (RS&F), a leading business advisory and CPA firm, announced the release of Family Offices Portfolio (T.M. 880—1^st: Family Offices) written by David Rosen, Chair of RS&F’s tax department and a nationally recognized authority on family office structuring and planning.

The Family Offices Portfolio, addresses the full range of planning and tax issues affecting family offices, the investments held by such organizations, and the beneficiaries of family office financial vehicles. The Portfolio provides family office advisors and executives with a detailed understanding of the range of issues surrounding the operation, ownership, and structure of family office entities – supporting solutions relevant to various stakeholders.

“Family offices are extremely complex and require bespoke solutions to address the needs of their unique families. We have spent more time focusing on the tax needs for these families than any team in the world – and we have delivered repeatedly in devising creative and efficient structures that meet family office’s business, family, and tax objectives. The Portfolio essentially articulates all the planning concepts we have been implementing for our clients for the past decade,” said Rosen.

The Portfolio is the primary resource on Bloomberg Tax for several key topics:

1. Taxation of family offices, including structuring and related income tax issues.
2. Taxation of private aircraft.
3. Tax issues relating to investing in and contributing complex assets, such as artwork and business interests.
4. Taxation of private trust companies.
5. Owing investment assets using private foundations.

The Portfolio covers the wide range of income, gift and estate and charitable planning issues relevant to family offices and their stakeholders. Covering more than 300 pages, David expands on family offices business and tax issues pertaining to family offices as investment vehicles, the investments typically held by family offices and the tax treatment of family office investors. Moreover, David addresses the relationship between family offices and private foundations as well as estate planning issues encountered in the family office environment. RS&F’s family office clients benefit from their unparalleled deep dive into the field.

David S. Rosen, Esq., CPA is one of the leading tax advisors in the United States. David has authored the Family Offices Portfolio (T.M. 880-1^st: Family Offices) on Bloomberg’s Tax Management Portfolios^TM platform and the Book on Qualified Opportunity Zones. David has led planning and structuring for numerous family offices as well as supported business and family clients in estate planning and M&A transactions. With clientele comprising family offices, large closely held businesses, real estate developers, and high net worth families, David oversees the business and tax planning for many of the wealthiest families in the country and their businesses. 

The Family OfficesPortfolio is available exclusively through Bloomberg Tax Management Portfolios^TM. To access the Portfolio, visit www.BloombergTax.com (available to subscribers only).

About RS&F

Rosen, Sapperstein& Friedlander, LLC (RS&F) is the leading business advisory and CPA firm that provides business consulting and accounting services that cater to family offices, middle-market businesses, and ultra-high net worth families. RS&F provides consulting, tax, audit, forensic accounting, business valuation, and accounting services, and works with clients in a variety of industries, including real estate, healthcare, nonprofits, government contractors, construction, business services, manufacturers, distributors, automotive, technology, and mortgage lending. For more information visit www.rsandf.com.