Setting Up a Family Office in Florida? Avoid These Critical Errors

Описание: Are you considering setting up a family office in Florida?

In this video, Santiago Cueto break down exactly how to structure a family office in Florida, including the tax advantages, legal frameworks, SEC considerations, and the three main types of family offices available.

In this video, you’ll learn:
✔ What a family office actually is
✔ Single-family vs multi-family vs virtual structures
✔ How Florida law supports private family trust companies
✔ SEC exemptions for family offices
✔ How to structure an LLC or limited partnership properly
✔ Governance mistakes wealthy families make
✔ Cybersecurity and compliance considerations

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CHAPTERS
0:00 – Why Florida Is the Best State for a Family Office
0:48 – What Is a Family Office?
2:02 – Florida Tax Advantages Explained
3:21 – The Florida Family Trust Company Act (Chapter 662)
4:15 – Single-Family vs Multi-Family vs Virtual Office
6:02 – Step 1: Define Your Family Objectives
6:55 – Step 2: Choose the Right Legal Structure (LLC vs LP vs Trust Co.)
8:02 – Step 3: SEC Registration & Compliance Risks
8:52 – Step 4: Building the Right Team
9:32 – Step 5: Technology & Cybersecurity
10:02 – Common Mistakes to Avoid

LEGAL DISCLAIMER
This video is for educational purposes only and does not constitute legal advice. Viewing this content does not create an attorney–client relationship with Cueto Law Group. For personalized legal guidance, visit https://cuetolawgroup.com/