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International Family Opens Office in U.S.

When a brand new international family office wanted to set up operations in the U.S. before the family arrived, they asked FOX to help them determine what needed to be done to make the transition seamless as possible.

Solution:

We know from experience that setting up a family office operation is no small task. There are often many details to consider, especially when moving offices across the ocean. Our team of family office experts followed specific steps to assist this client, which included:

	•	Holding an initial assessment conversation with the family office executive
	•	Recommending options for office type to structure for deductibility
	•	Gathering data form multiple sources, including existing members, to provide references for bill pay, payroll, healthcare and retirement account services
	•	Connecting the new family office to local area family office members to expand the family network and to support new office operation