The Beloved Prenuptial Agreement

Sep 09 2014
  Couples entering into matrimony often have to make difficult decisions associated with emotionally-charged issues such as a prenuptial (or “prenup”) agreement. If one is...

Family Offices Can Now Serve In-laws

Jul 17 2014
In a very encouraging development, the SEC has indicated that they intend to grant exemptions from the strict definition of “family” in the Family Office Rule to allow...

Four Reasons the Private Family Trust Company Market is Growing

Jul 07 2014
A notable trend in recent years has been the increasing popularity of private family trust companies (PFTCs). This growth is rooted in multiple factors, but here are four...

IRS Guidance on Trust and Estate 2% Floor on Itemized Deductions

Jul 07 2014
On May 8, 2014 the Treasury department released final regulations providing guidance regarding what deductions are subject to the trust and estate 2% floor on itemized...

Private Family Trust Companies: What You Need to Know

May 22 2014
The private family trust company (PFTC) has become a popular and useful vehicle to provide trust administration to ultra high net worth families.  There are many issues...

Successful Outcomes for 100-Year Family Enterprises

May 02 2014
Sometimes the greatest challenge for a family is to agree on how they will measure the “success” of the enterprise in each generation. The metrics of success should be...

Five Common Triggers that Prompt Business-Owning Families to Establish a Family Office

May 02 2014
As the family grows, both in number and wealth, it is critical to address the management of the family’s personal financial future with the same diligence that goes into...

Do You Have an Embedded Family Office?

May 02 2014
If any of the following situations are familiar to you, you probably have a family office embedded within your business. There is a department within the company referred...

State of the Art Wealth Management: Promoting Teamwork Among Advisors

May 02 2014
In recent posts we’ve looked at what separates extraordinary wealth advice from the industry norm. Several industry leading advisors gathered with a select group of...

State of the Art Wealth Management: Integration

May 02 2014
Late last year several industry leading advisors gathered with a select group of family office executives for our annual FOX Thought Leaders Council Summit. They tackled...