STEP WY - Exiting Family Office Investments: Cross-Border Dispositions

Auric Private Client Advisory LLC was pleased to participate in STEP Wyoming’s conference community, joining peers committed to high professional standards in cross-border estate and trust planning. The following is a STEP WY presentation we believe will be of particular interest to our clients.

“Exiting Family Office Investments: Cross-Border Dispositions” outlines how globally active families can prepare for liquidity events involving concentrated positions, U.S. businesses, and multi jurisdictional holdings, with a focus on managing income, estate, and gift tax exposure across borders. The presentation walks through practical exit paths (IPO, share and asset sales, minority or majority transactions), key features of effective holding and exit platforms, and the preparatory steps needed to separate family assets from operating businesses so value is not unintentionally given away at sale.

It highlights U.S. tax considerations for direct gifts to non U.S. persons, relocations, CFC rules, the participation exemption, and Section 962 planning, along with strategies to preserve influence after a minority sale and address governance, privacy, and post-liquidity readiness. Those who work with complex family offices, cross-border structures, or upcoming exits will find the detailed diagrams and examples in the full presentation especially useful for real-world planning.

View this deck...