Filters
Generally, parents lose access to their child’s health and financial information once the child becomes a legal adult at the age of 18 unless certain steps are taken. To
Rather than viewing trusts as a mechanism to protect beneficiaries from the dangers of wealth, what if trusts were viewed as vehicles to “ignite a fire” within the next generation?
Entering this year, individuals and businesses faced significant macroeconomic risks—possible recession, elevated inflation, rising interest rates, and geopolitical challenges. The
On the rise is Americans’ interest in living outside the U.S. for an extended period or even indefinitely. There are many different reasons for wanting to move to new countries, including
Something revolutionary has happened. Suddenly, anyone with an internet connection, armed only with the ability to hold a conversation in a chat app, could wield the transformative power of
Family offices continue to be the preferred way for ultra-high net worth individuals and families to manage assets and to support the goals and legacy of their family. But today the existing 14,000+
In this interview, attorney John Litchfield of Foley & Lardner’s Labor & Employment group discusses the key considerations family offices should keep in mind when it comes to domestic
Simply because the instrument governing your trust states that it is irrevocable and cannot be amended does not mean it cannot be modified to serve your family’s needs in a better fashion.
With below-average returns expected over the next five years, it’s clear that getting asset allocation right will be essential to delivering on the key challenges of our time: achieving
In moving past the “shirtsleeves to shirtsleeves in three generations” adage, advisors in the family wealth space are emphasizing the importance of the family’s qualitative capitals