Insights on Family Office Services

AFS Partners Todd Angkatavanich and Lauren Wolven will present at the 2026 Heckerling Institute on January 13-14, 2026 in Orlando, Florida.

AFS Partners Susan Bart and Kevin Matz were quoted on the emerging gift tax reporting issues tied to new “Trump Accounts,” cautioning that routine family contributions could trigger onerous IRS Form 709 Gift and Generation-Skipping Transfer Tax filing obligations absent a legislative or regulatory fix comparable to the long-standing relief afforded to 529 plans.

AFS partner Kevin Matz and his co-author Shifra Herzberg summarize the IRS’s initial guidance on new “Trump accounts” created under IRC Section 530A to promote children’s long-term savings in his latest article for Wealth Management.

ArentFox Schiff is hosting and sponsoring the 2025 NYSSCPA Private Wealth Conference on December 11th in New York. Speakers include AFS Partners Kevin Matz, Todd Angkatavanich, and Tracy McLaughlin.

AFS Partner Tom Abendroth will co-present in a webinar for the American Bankers Association (ABA) 2025 Wealth Management and Trust Webinar Suite on December 4.

AFS Partner Lauren Wolven will speak at the 2025 Real Property, Probate & Trust Law Section and Business & Corporations Section Seminar on December 4 in Bismarck, North Dakota.

AFS Partner Kevin Matz, provides an overview of New York’s 2025 amendment to NYTL 954(a)(3) in NYSBA’s Trusts and Estates Law Section Journal.

AFS partner Kevin Matz will be speaking at the NYSSCPA’s Queens-Brooklyn In Person Tax Conference on November 10.

AFS Partner Tom Abendroth co-presented in a webinar for the American Bankers Association (ABA) 2025 Wealth Management and Trust Webinar Suite on November 6.

ArentFox Schiff has been awarded 62 top rankings in the 2026 edition of Best Law Firms®, which recognizes firms for professional excellence based on consistently positive ratings from clients and peers.

ArentFox Schiff Partner Tracy McLaughlin, Private Clients, Trusts & Estates, will present on charitable trusts for estate and income tax savings at the NYSSCPA Tax and Financial Planning for Individuals Conference in New York on November 6, 2025.

AFS Partner Tom Abendroth will present at The Associated Jewish Federation of Baltimore’s Planned Giving Roundtable on November 5.

ArentFox Schiff Partners Todd Angkatavanich, Dave Blickenstaff, and Kevin Matz will present at the 51st Annual Notre Dame Tax & Estate Planning Institute.

AFS Partner Brian Janowsky will speak at the 61st Annual Hawaii Tax Institute Conference on November 4, 2025.

AFS will host a two-part hybrid program (with a reception to follow) in our Chicago office, addressing timely topics for family offices, private clients, and their advisors. Speakers include AFS Partners David Blickenstaff, Adam Diederich, and Kevin Matz, and Associate Kirstie Brenson.

ArentFox Schiff is pleased to announce that 132 attorneys have been recognized by The Best Lawyers in America 2026, with two attorneys highlighted as “Lawyers of the Year” and 66 attorneys listed as “Ones to Watch.”

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association in a webinar for the National Association of Charitable Gift Planners on August 19th.

Partner Kevin Matz will present on the recent federal tax law changes at an upcoming ACTEC ALI-CLE webinar.

Part seven of our Family Office University event series was hosted in person in Los Angeles on July 31st, with web viewing available.

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the National Capital Gift Planning Council - Planned Giving Day 2025 on June 17 in Washington, DC.

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the CCPG 2025 Annual Symposium in Chicago on May 21, 2025.

Fredrick Weber will co-present with Andrew Fussner of the American Heart Association at the conference in Phoenix, AZ on May 16, 2025. The conference is hosted by Arizona Charitable Gift Planners.

ArentFox Schiff represented the National Women’s Soccer League (NWSL) in connection with the Miller family’s acquisition of a majority stake in the Utah Royals FC club. The Miller family brings a longstanding legacy in local professional sports ownership, having previously owned the NBA’s Utah Jazz from 1985 to 2020.

Fredrick Weber will present at the 32nd Annual NCPG Conference in San Francisco, CA, on April 22, 2025.

Across all industries, family offices and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are six issues that family offices should consider and be mindful of this year.