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One question that is often asked when working with family offices is “What are families like mine doing”? The interest in the answers is even greater during periods of crisis, such as the
A side effect of the new normal created by social distancing due to the Coronavirus pandemic is the inability for clients and advisers to come together in the same room to discuss, plan, and execute
Although the population and life expectancies of U.S. retirees are increasing, portfolio yields remain at historically low levels. As defined benefit income becomes less commonly available, the need
On April 30, the IRS released guidance providing that Paycheck Protection Program (PPP) loan borrowers may not deduct costs that are paid for with loan proceeds that are forgiven under the CARES Act
Businesses unable to apply in time for loans from the initial Paycheck Protection Program (PPP) allocation have another opportunity to submit an application after the U.S. Senate passed a bill
The case for individuals and businesses to help others through philanthropy has never been stronger. At its core, the most effective charitable giving stems from a desire to benefit a cause or
The COVID-19 crisis has enhanced estate planning strategies that benefit from low interest rates and low asset values, but recent election developments may lead to accelerating the reduction of tax
The coronavirus pandemic has upended markets, the economy, and people’s livelihoods. Few things feel like they’re under your control. When it comes to investing, what should investors and
Financial planning is a long-term process, so it’s important to begin by building a strong foundation upon which the rest of your plan can grow. The foundation of your plan is designed to
When it comes to trust mapping or developing an estate distribution summary for a family, it is critical to align the family’s expectations with the level of overview they want to see. A list