Enterprise Planning


U.S. Trust Insights on Wealth and Worth®: Putting Wealth Into Action
U.S. Trust Family Office
It is often thought that financial success comes with a certain level of financial freedom: the freedom to pursue passions, to take risks, to give back and to make an even bigger impact. In the 2018
U.S. Trust Insights on Wealth and Worth® Detailed Findings
U.S. Trust Family Office
The 2018 U.S. Trust Insights on Wealth and Worth® study asked nearly one thousand high-net-worth individuals about their approach to building wealth and the extent to which they are using it to
The 25 Best Practices of Multi-Generational Families
GenSpring | SunTrust Private Wealth
The odds of sustaining wealth across generations are low, and studies show that less than 3 percent of failures stem from poor estate planning and poor investment returns. This implies that there are
Sustainability—The Springboard for Future Generations
GenSpring | SunTrust Private Wealth
Research suggests that wealthy families would prefer to pass nearly two-thirds of their wealth to their children, grandchildren and other heirs. But while they may have the desire to pass on their
Freedom Within a Framework: The Key to Raising Responsible Owners of Wealth
GenSpring | SunTrust Private Wealth
Though the challenges to successful wealth transfer across generations may seem overwhelming, they can be overcome. Success requires a commitment of time and energy by the entire family, as well as
What Does the Future Hold?
Michael A. Cole, Ascent Private Capital Management
Many individuals and families attribute their success today to years or decades of decisive planning and focused effort. They embraced their futures, identifying and taking advantage of opportunities
Considerations for Structuring Family Office Investment Companies and Operating Companies
This program is designed to enable FOX members to better understand if the businesses they work with should consider converting to or electing C corporation status in light of the Tax Cuts and Jobs
2018 FOX Family Learning Survey
Family Office Exchange
Every family enterprise is challenged to prepare younger family members to be responsible wealth owners and to flourish in their own lives. The 2018 FOX Family Learning Survey provides readers with
Liability Protection for Family Enterprise Directors & Trustees: Strategies to Attract and Retain Talent
Linda Bourn, Crystal & Company
Until recently, many families filled key governance roles associated with their trust and estate planning with trusted friends, colleagues, or advisors who were flattered to be asked and honored to
FOX Foresight – Trends Impacting Families
Family Office Exchange
FOX Foresight – Trends Impacting Families identifies the three main forces—distrust in all major institutions by individuals, the rapid pace of innovation, and people everywhere living longer—that