Investing directly and operating in real estate and operating businesses is an increasingly important focus for many family offices. For the past deca...

Overall Family Offices are satisfied with recent performance, but beginning to move away from the traditional approach to asset allocation.

Beyond the Family BusinessA business-owning family with intertwined holdings and joint assets across generations must invest in planning to ensure con...

All aspects of our daily lives will be impacted, as will our understanding of self and the meaning of privacy, ownership, and citizenship due to drama...

Legislators must know what is important to family businesses; what helps or hurts them when it comes to operating their business and creating more job...

You can’t evaluate what you can’t measure- and when assessing the success of any trust, proper metrics are vital. Beneficiaries should hold their trus...

Serving as a trustee is a huge responsibility and can be fraught with peril in terms of potential liability. Trustees owe fiduciary duties to the trus...

Most people feel honored when they are tapped to serve as trustee of a family trust. It’s an important leadership position as well as a powerful role ...

The goals of family education include understanding the family’s values, legacy, and sources of wealth, increased engagement in the family enterprise,...

In March, Warner attorneys Jon Kok and DeAndre' Harris presented a webinar for the FOX Human Capital Network. The topic was common mistakes that ...