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Startup Funding Espresso – Functions of the Family Office

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Manage episode 423363442 series 2414821
Content provided by Hall T Martin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hall T Martin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Functions of the Family Office Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. The family office provides many functions in a family business. Here’s a list of functions to consider including in your family office: Wealth management - this involves setting objectives, identifying investment opportunities and providing ongoing oversight. Impact focus -- this includes pursuing investments and activities that promote a social, economic, or governance cause. Investment management -- this includes designing an investment thesis and pursuing opportunities that meet that thesis. Security and privacy -- this includes taking steps to secure the identity of the family members and mitigate cybersecurity threats. Succession planning: this includes preparing the next generation for leadership roles and transitioning functions from one generation to the next. Tax management -- this includes managing tax returns and structuring investments for optimal tax outcomes. Compliance -- this includes understanding and meeting compliance requirements for tax and other regulatory bodies. Some of these functions can be outsourced to providers who offer such services. Consider these functions for your family office. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let’s go startup something today. _______________________________________________________ For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group Please , share, and leave a review. Music courtesy of .
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2158 episodes

Artwork
iconShare
 
Manage episode 423363442 series 2414821
Content provided by Hall T Martin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hall T Martin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Functions of the Family Office Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. The family office provides many functions in a family business. Here’s a list of functions to consider including in your family office: Wealth management - this involves setting objectives, identifying investment opportunities and providing ongoing oversight. Impact focus -- this includes pursuing investments and activities that promote a social, economic, or governance cause. Investment management -- this includes designing an investment thesis and pursuing opportunities that meet that thesis. Security and privacy -- this includes taking steps to secure the identity of the family members and mitigate cybersecurity threats. Succession planning: this includes preparing the next generation for leadership roles and transitioning functions from one generation to the next. Tax management -- this includes managing tax returns and structuring investments for optimal tax outcomes. Compliance -- this includes understanding and meeting compliance requirements for tax and other regulatory bodies. Some of these functions can be outsourced to providers who offer such services. Consider these functions for your family office. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let’s go startup something today. _______________________________________________________ For more episodes from Investor Connect, please visit the site at: Check out our other podcasts here: For Investors check out: For Startups check out: For eGuides check out: For upcoming Events, check out For Feedback please contact info@tencapital.group Please , share, and leave a review. Music courtesy of .
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2158 episodes

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