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
As the use and acceptance of Private Family Trust Companies (PFTCs) proliferates, there is renewed interest in their associated regulatory issues and challenges—especially in the Foreign Account T
Fostering effective communication and gaining consensus in the family governance and estate planning/execution is never an easy task.
In today’s post-ATRA world, planners are seeking insight on challenges and opportunities in this new environment.
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
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