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Families hire family office staff with the expectation that the office keeps their information, assets, and reputation protected. To safeguard the families’ interests, it’s critical for
Charitable giving used to predominantly exist as a transaction, but it has evolved into a philanthropic relationship rooted in long-term impact goals for all generations—from Boomers
A private family trust company (PTC) often serves as an excellent governance framework and corporate structure for a virtual family office (VFO) by providing integrated, holistic oversight of
A best-in-class family office tax function goes beyond preparing timely tax returns to drive tax strategy and reduce the overall income, gift, and estate tax burden across generations. Given the role
Corporate insiders pose a unique threat as they are given privileged access to the company’s assets and are trusted to use that access responsibly and ethically. However, this can go awry in
With many interested in helping the humanitarian crisis in Ukraine, this list provides suggestions on where you can donate. As with any donations, make sure your donation is secure by donating
A gap between one’s perception and reality can cause disappointment, frustration, and concern. For the business owners, who need to understand their position in the market compared to its
After more than a decade of record low interest rates, the combination of inflation and increasing interest rates has investors jittery; however, it also presents an opportunity for high-net-worth
Interest in collective investment trusts (CITs) as plan investment options is steadily accelerating. As part of this growing attention, CIT governance practices, and the policies and procedures banks
For decades, owners of privately held companies have used Employee Stock Ownership Plans (ESOPs) to sell their business and unlock meaningful liquidity while preserving their legacy. Current federal