As certain states have increased the income and estate tax burden on ultra-high-net worth families, we have seen a renewed interest in planning opportunities that can increase the overall tax efficiency of the family’s plan. This webinar reviews the California Billionaire Tax proposal as well as recent, onerous state income and estate tax modificat...
Many family offices don’t set out to build fragmented operating models, but that’s often where they end up. In this webinar, Full Scope Solutions' Annette Hopper and Levi Hammett reveal why mid‑ and back‑office structures frequently evolve in silos, and how a more intentional, outsourced approach can change the trajectory. Drawing on deep, hands‑on...
As families become increasingly globalized, one option many consider is educational opportunities across the globe. In this webinar, oin education and mobility experts Tess Wilkinson and Chris Herbert of Henley and Partners unpack the global education landscape from boarding school to graduate school. They will discuss current trends and popular...
Serving as a trustee is a serious responsibility, legally, operationally, and personally. This practical webinar breaks down the core fiduciary duties, distribution standards, recordkeeping expectations, and risk-management strategies trustees need to administer trusts confidently and reduce liability. What attendees learned: What trustees ...
As wealth structures grow more complex, family offices are under increasing pressure to deliver timely answers, reliable reporting, and clear oversight across a widening range of assets, entities, and stakeholders. This webinar will share practical ways modern technology and AI streamlines workflows, improves access to trusted information, and buil...
Many families acquire and manage their own real estate because it feels intuitive and controllable, yet the real opportunity (and risk) is to understand that a professionalized approach is critical to optimize long-term performance. In this webinar, Trinity Real Estate will introduce a practical framework that maps strategies across the major se...
Resilient families don’t just transfer wealth; they transfer meaning. This webinar explores how family offices can reframe their story and shared identity as a critical asset to invest in and grow so that the family's legacy compounds alongside their wealth. Tune in to learn how the most progressive families around the world are capturing lived exp...
Artificial intelligence is reshaping how family offices operate—but the real challenge is not the technology, it’s the change. This session provides a clear, practical roadmap for wealth owners, executives, and advisors to reduce fear, protect confidentiality, and responsibly integrate AI. Participants will leave with actionable tools, governance g...
How Outsourcing Your Human Capital Management Creates Scale, Stability, and Staying Power Family Offices are built to protect and grow generational wealth—but managing people, policies, and risk can quietly pull leaders away from that mission. As offices evolve, HR demands grow more complex, yet building a full internal HR function isn’t practic...
This webinar covers highlights and key takeaways from the 60th Annual Heckerling Estate Planning Institute. Topics include new developments concerning GRATs and SLATs, new opportunities for QSBS after OBBBA, tax efficient ways to restructure trusts, and drafting better choice of law clauses. Jane Gorham Ditelberg, Chief Tax Strategist, Northern ...