OBBBA made the deduction ban permanent. A family office Section 162 trade-or-business structure is now the only way to deduct millions in operating costs.
Browsing: family office
UBS’s 2026 report shows 60% of family offices reallocating, a record, while 86% lack a succession plan. Inside the family office governance gap.
J.P. Morgan’s 2026 report: 65% of family offices target AI but 79% have zero infrastructure allocation. Ocorian: 86% use AI internally, only 7% invest in it.