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  • Internal Controls
    How internal controls can help family offices manage risk, and considerations for establishing and monitoring them over time.
  • Compensation considerations for high-net-worth families
    Compensation considerations that family offices and other private organizations face.
  • Family governance
    The importance of governance for ultra-high-net-worth families, and considerations for implementing a governance structure.
  • Wealth planning
    How wealthy individuals and families can address the potential for IRS examinations under the evolving audit approach by the IRS’s Global High Wealth Industry group.
  • Post-mortem considerations
    Managing the post-mortem administration process for ultra-high-net-worth families, what to expect, and special considerations.
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