AYU Family Office Advisors' Lunch: Tax and Legal for global families

From Miami to New York, two exclusive private lunches with Jersey Finance brought together family office advisors to discuss the evolving tax and legal considerations facing global families today.

We recently held two private dining lunches in Miami and New York, bringing together a select group of family office advisors and decision-makers for thoughtful discussion and connection.

Hosted with the support of Jersey Finance, the intimate gatherings focused on the evolving tax and legal considerations facing global families in today’s increasingly complex international landscape.

Across both lunches, attendees exchanged perspectives on cross border structuring, regulatory developments, and long term wealth planning, while strengthening relationships with peers navigating similar challenges and opportunities. The discussions highlighted the value of trusted networks and informed collaboration as family offices continue to adapt to a rapidly changing global environment.

Thank you to everyone who joined us and contributed to such engaging conversations throughout both events! Stay tuned for more opportunities to connect and collaborate.

Join us for the next one?