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The pursuit of stability remains the order of the day for family offices. With the aid of additional clarity after the tumultuous year of 2020 and COVID, wealth owners and their advisers have an
While successful businesses benefit from disciplined operations and strategic planning, the management of family wealth is often eclipsed by the needs of the business and improperly delegated to
The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from strong markets in 2019 they are experiencing costs rising
Families spend a lifetime building a legacy and tragically, just one lawsuit can place that legacy in jeopardy. Without that critical layer of personal liability insurance, your are at risk.
According to FOX research, changing client behavior impacts what services need to be provided, how to develop talent and even the way firms articulate their value in the marketplace. In this webinar
Roughly 15% of ultra-high net worth individuals worldwide rely on private aircraft for most personal and business flights. When weighing your options on aircraft ownership, there are pros and cons
A new U.S. Supreme Court ruling in the Kaestner case means that more out-of-state residents will be able to fully realize the benefits of Tennessee's progressive trust laws and zero income tax on
A family office is structured by default rather than by design. In most cases, it is set up to serve the immediate needs of the founder and a limited number of family members. As the family grows,
Creating a truly effective board doesn’t happen by accident. From selecting the right people, to running crisp meetings, to fostering good working relationships with management and one another
While laws in the United States generally allow trust property to be protected from the creditors of beneficiaries, there has traditionally been an exception to these protections where property in a