From Kickstarter campaigns to Ice Bucket Challenges for charity, when it comes to raising funds in today’s hyper-digital world, online crowdfunding is...

As a proud Millennial, there are clear trends I’m seeing amongst my peers and the emerging generation of young people rising behind us. The most obvio...

It takes effort for a young adult leaving the family nest to become independent and self-reliant. However, the reward is the knowledge that you are se...

Couples entering into matrimony often have to make difficult decisions associated with emotionally-charged issues such as a prenuptial (or “pren...

In a very encouraging development, the SEC has indicated that they intend to grant exemptions from the strict definition of “family” in the Family Off...

A notable trend in recent years has been the increasing popularity of private family trust companies (PFTCs). This growth is rooted in multiple factor...

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

The Private Wealth Management Survey is conducted annually by FOX and The University of Chicago Booth School of Business and samples alumni of Chicago...

The private family trust company (PFTC) has become a popular and useful vehicle to provide trust administration to ultra high net worth families.&nbsp...

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 ...