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4th Global Family Office Investment Summit November 20&21, 2017 The St. Aegis Bad Harbor Resort, Miami Beach “The Rise & Rise of Family Offices “4th Global Family Office Investment Summit The
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What is 4th global family office?
The 4th global family office is a report filed by certain individuals and entities with the IRS to disclose foreign financial accounts.
Who is required to file 4th global family office?
US persons who have a financial interest in or signature authority over foreign financial accounts exceeding certain thresholds are required to file 4th global family office.
How to fill out 4th global family office?
The 4th global family office can be filled out electronically through the FinCEN website using the BSA E-Filing System.
What is the purpose of 4th global family office?
The purpose of 4th global family office is to prevent tax evasion by US persons with foreign financial accounts.
What information must be reported on 4th global family office?
The 4th global family office requires reporting of the maximum value of each foreign financial account during the reporting period.
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