Enterprise Families


The Future of the Family and the Family Office
Sara Hamilton
We can’t explore the future of the family office without first exploring the future of the family in a post-pandemic world. The next decade of innovation and disruption will increase the
What Will the Future Hold for Your Family?
Sara Hamilton
During these uncertain times, FOX wants to assist family leaders to better understand how the crisis events of 2020 are affecting family members. It is clear recent events will impact our society,
Excellent Opportunity: The Modern Dynasty Trust/Family Bank
South Dakota Trust Company LLC
In times of economic and tax uncertainty, flexibility and control in the trust is an important concern. The long term nature of a Dynasty Trust—designed to exist in perpetuity to provide a
Insurance Program Evaluation and Request for Proposal (RFP) Process
AIG Private Client Group
When evaluating and trying to find the right insurance advisor or company, it helps to have a map outlining the RFP process and a checklist of best practices. Learn where to start in your search and
Family Office Security and Privacy Risk Management
Secure Source and Tridense
For prominent and wealthy families, personal security and safety have always been a top concern. But too often, addressing family security comes after a triggering event. Having a proactive plan that
Powerful Trust Planning Opportunities After Tax Reform for 2020 and Beyond
South Dakota Trust Company
Estate planners and advisors will need to contemplate the political climate in an election year, particularly given certain political opposition to the extensive changes made by the Tax Cuts and Jobs
Trust Designs in Light of Kaestner And Other Trends
South Dakota Trust Company
The question of how to structure a trust is of increasing importance, particularly in light of recent trends, including the expected ruling in North Carolina Dept. of Revenue v. The Kimberley Rice
Unprecedented Challenges
LHT Consulting Group
The COVID-19 pandemic has presented the entire world with unprecedented challenges. An immediate and particular area of concern for family offices is having to prepare for the unfortunate reality of
Key Provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020
Gresham Partners
The COVID-19 crisis continues to disrupt everyday life. In response, the CARES Act of 2020 was signed into law in the U.S. to provide some relief. A summary of the key provisions in the CARES Act for
The CARES Act: Provisions that Affect Individuals and Families
Hemenway & Barnes
The CARES Act was signed into law on March 27, 2020. The Act provides relief to individuals and families in the form of direct payments, relaxed restrictions on retirement accounts and new guidelines