Advisor Partnerships


World of Private Clients
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
Boundaries That Matter: Managing Family Assets Outside the Family Business
Family Office Exchange
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
State of the Ultra-Wealth Advisory Business
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
Should Your Family Office Consider a Group Excess Program?
BKS Partners
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.
Voice of the Ultra-Wealthy Family: Evolving Client Behaviors and the Impact on Advisors
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
Soar with Private Flight
BMO Family Office
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
Supreme Court Decision in Kaestner Could Create New Opportunities to Save State Taxes by Moving Trusts to Tennessee
Waller Lansden Dortch & Davis (now part of Holland & Knight)
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
SFO by Design: Equipping the Family Office to Meet Changing Demands
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,
The 9 Questions you Need to Ask to Take your Board from Good to Great
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
A Comparison of Self-Settled Trust Laws in Popular PTC States
Waller Lansden Dortch & Davis (now part of Holland & Knight)
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