As family offices continue to evolve into highly sophisticated organizations, their operational infrastructure must keep pace with the increasing complexity of wealth management, governance, and intergenerational engagement. While most have invested heavily in financial oversight and legal structuri...

Nathan Palmer, Tax Manager, and Kobe Ramanan, Tax Specialist Berry, Dunn, McNeil & Parker, LLC The House and Senate agree on an increased lifetime gift and estate tax exemption – $15 million for individuals, or $30 million for married couples, indexed for inflation. As the “One Big...

Empowering the Rising Generation: Why Estate Planning Must Include Education Mindy Kalinowski Earley | March 1, 2025 Full article titled “Rising Gen Engagement and Education: An Essential Component of the Estate Planning Process” published in Investments & Wealth Review (March/April 2025),...

Imagine it’s 2 a.m., and you’re squinting at a spreadsheet, trying to untangle your family’s investments, tax obligations, and that charitable foundation you promised to fund. Your kids are emailing their own financial puzzles, and you’re wondering how it all ties into your legacy. The next morning,...

Author: Marcus Baram As family offices expand their reach around the globe, the need for a private jet for business and personal use has become even more of a necessity. It has also become easier due to the rise in fractional ownership and the growth of charter service providers such as NetJets, ...

As family offices increasingly rely on software to manage financial data, just how secure are these solutions? Cybersecurity is a major concern for family offices, consistently raised in thought leadership pieces, global family office reports and discussion panels at conferences. A commonly quote...

In cybersecurity, there’s a common belief: the more valuable the target, the more determined the attacker. Family offices are increasingly in the crosshairs of sophisticated cybercriminals. These bad actors aren’t just after financial assets—they also target confidential investment strategies, legal...

Author: Andrew Cohen The December killing of UnitedHealthCare CEO Brian Thompson has heightened concerns among high-net-worth families about the risks posed by their digital footprints, prompting many family offices to rethink their cybersecurity strategies. Thompson was shot Dec. 4 outside th...

You spent six months selecting accounting software for your family office or firm. You just signed the contract, your team is happy, the principal is happy, and you’re looking forward to implementing the solution. One year later, you’ve held tons of training sessions and have had many headaches o...

Successful wealth management firms are often obsessed with efficiency, building and refining programs that enable each of their advisors to see more clients. But things are different for family offices, which traditionally focus on bringing highly tailored, holistic planning and concierge services t...