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 Enterprise Framework. Inside you’ll find the big picture view of the work that families need to be prepared to do, where families need to focus their efforts, and how families and advisors must work together.
Recommended for: Family members, family office executives, multi-family office staff, wealth advisors
This article by Sara Hamilton, Mariann Mihailidis and Teresa Bellock outlines the steps that can be taken to ensure all parties involved in a trust (grantors, trustees, beneficiaries and related pr
In today’s post-ATRA world, planners are seeking insight on challenges and opportunities in this new environment.
We are entering the third consecutive year in which estate and gift tax laws are in a state of significant flux.
Many of you know, the American Taxpayer Relief Act of 2012 was quickly passed by Congress and signed into law by President Obama. What you may not know are the implications of those changes and w
While art can imbue an otherworldly experience, there are real world issues to be addressed when collecting art to ensure its protection and survival for future generations. Join this webinar to
Creating a Private Family Trust Company (PFTC) may be the perfect solution for a family who values flexibility and control or family office looking to comply with the SEC regulations.
Participate in this year’s estate planning update. This webinar is one of the most highly attended programs every year.
Thanks to the Tax Relief Act of 2011, the gift tax exemption amount has increased from $1 million to $5 million.
Conservancy, financial and tax considerations play a vital role in the succession of family owned real estate.
Intra-family loans are becoming increasingly popular within the private wealth sector.