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Capturing Opportunity and Managing Risk in the Next Decade
Family Office Exchange
A new FOX study, “Capturing Opportunity and Managing Risk in the Next Decade,” is now available to share with members who are interested in taking a proactive approach to risk management
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,
Family Banks: Personal Commitment, Accountability and Multi-Generational Mentoring
Jennie Cherry and Miles Padgett, Kozusko Harris Duncan
Over the past decade, matriarchs and patriarchs of successful families have been shifting their focus of the family’s largess from their children to a broader group of individuals, such as
U.S. Reporting Checklist for Foreign Trusts
Jennie Cherry and George N. Harris Jr., Kozusko Harris Duncan
Trusts classified as foreign for U.S. tax purposes, whether established under the law of a U.S. state or of an offshore jurisdiction, must review whether they have any U.S. tax or information
Spinning Straw into Gold: Modifying Irrevocable Trusts
Sarah Chang and Scott Bieber, Thompson Coburn
Estate planners have also sought ways to modify trusts that are irrevocable as a result of changed circumstances or because the planner’s client is the beneficiary who objects to the terms of
What is a Wealth Coach?
Amy Zehnder, Ascent Private Capital Management
Wealth coaching is essentially the study of one’s relationship with money and wealth. We all have a relationship with money, and through money messages that we learned at an early age, this
Material Improbabilities: Getting Practical With Emerging Risks
Richard Smith-Bingham, Marsh & McLennan Companies
Widespread political volatility and rapid technological advances are spurring companies to question not just their resilience, but also their fitness for purpose in the new world order. In this
Political Risk Map 2019: Rising Geopolitical Tensions
Marsh
Businesses have arguably never faced such a breadth of challenges as they do today. Drawing on data and insight from Fitch Solutions, a leading source of independent political, macroeconomic,
The Global Risks Report 2019
Marsh & McLennan Companies and World Economic Forum
Profound political, economic, societal, technological, and environmental transformations are occurring at an unprecedented scale and pace and have become a part of day-to-day business life. In this
2019 Guide to Tax and Wealth Planning
PwC Private Company Services
Managing wealth can be particularly complex as policies and tax laws change. Employing financial, legal, and tax professionals can help, but each family should be vigilant in understanding and