Considerations for Rising Generation Education
Willow Street Group
As no two families are alike, there is no one singular approach to family education—the cornerstone to a thriving, lasting legacy. The structure, topics, and educational methods all depend on
Mid-Year Responsible Investing Update: Disclosures, Climate, and Diversity
Never have there been such interest in all things ESG. The pandemic hit a reset button and prompted people to focus on what they see as most important, especially climate change and diversity and
S Corporation Valuation Analysis Considerations
Willamette Management Associates
S corporations have become the most common business taxation structure in the United States since its creation in 1958, allowing businesses to achieve the advantages of the corporate
Capital Considerations Podcast: Wealth Management Industry Landscape
Wilmington Trust
With each challenge comes the opportunity to reevaluate and do better. This was evident in 2020 when the COVID pandemic brought about a sea change in the way business was done. In this episode, guest
The Administration's Income Tax Proposals for Fiscal Year 2022
Greensfelder, Hemker & Gale, P.C.
In May 2021, the Treasury Department released its General Explanations of the Biden administration’s fiscal year 2022 revenue proposals, commonly referred to as the “Green Book.”
Do I Need a Multi-Family Office?
Tolleson Wealth Management
Ever wonder if a multi-family office is right for you? In this podcast episode, Tolleson Wealth Management's President Richard Joyner answers that question. He also shares the trends he sees in
Investment Resourcing a Family Office
BNY Mellon Wealth Management
In today’s investment environment, family offices require full investment capabilities to achieve the returns required by wealth owners. As there are many non-investment activities happening in
Lessons Learned Navigating the Pandemic
Tolleson Wealth Management
Although the events of 2020 were unexpected and hard to prepare for, having conversations about processes and learning to practice decision-making with your family can help when crisis strikes. On
Annuity Payment Analysis for Grantor Retained Annuity Trusts
Willamette Management Associates
A grantor retained annuity trust (“GRAT”) is an estate planning instrument that may be used to transfer wealth from the trust grantors to the trust beneficiaries. In this overview of
Tax Policy Agenda Video Series
With so many priorities on the Biden administration’s tax policy agenda, the biggest question for businesses and individuals alike is: How will this impact me? Regardless of whether the