Wealth Planning

Successful total wealth management planning requires an integrated approach not only to managing a family’s investments, but also to determining how financial structures and holdings compliment other key aspects of wealth maintenance and succession such as tax and estate planning, insurance and even philanthropy. The wealth planning process should include clear, consistent communications to ensure alignment with long-term family goals and a strategic view of future risks and opportunities.

Advanced Search

Wednesday, January 28, 2015
Tom Abendroth and Jim Steffel joined us to review 2014 estate planning.
Wednesday, November 19, 2014

Corporate Social Responsibility can be much more than a cost, a constraint or a charitable deed – it can be a source of opportunity, innovation and competitive edge.

Wednesday, October 8, 2014
In this webinar, attendees will learn:
  • What is a captive insurance company and why a client might form one
Wednesday, October 1, 2014
With increasing interest in “crowdfunding”, this webinar will separate fact from fiction in this emerging asset class.   Attendees will learn:
Wednesday, May 7, 2014
Join us for a look at the keys to successfully administering a private trust company (PTC).
Wednesday, April 30, 2014

The webinar will examine the private equity secondary market, a private market where specialist managers purchase interests in existing private equity funds.

Family Office Exchange
Monday, March 24, 2014

Business owning families face the simultaneous challenges of running a business while planning for the future of the family and the management of family capital.

Wednesday, March 12, 2014

Fostering effective communication and gaining consensus in the family governance and estate planning/execution is never an easy task.

Family Office Exchange
Thursday, February 27, 2014

The State of the Art in Family Wealth Management is a great resource for those who need to better understand what it means to be an “enterprise family” and understand how to work within a Family En

Wednesday, February 26, 2014
The strong performance in developed markets equities over the past few years has created a number of divergences between markets (Alligator Jaws) which history tells us will eventually revert to

Pages

Subscribe to RSS - Wealth Planning

©2015 Family Office Exchange

Chicago +1-312-327-1200

New York+1-646-504-0776

London +44(0)207 520 9443