Webinars

Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations. Social media, easy access to information through search engines, and...

The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from strong markets in 2019 they are experiencing costs rising faster than revenues. Now that we are in the...

  Trusts are often used for tax efficient wealth transfer and liability protection.  In exchange for these benefits, however, trusts create certain obligations. Rooted in ancient times, the rules governing trusts are not always intuitive. ...

  Four senior partners from Plante Moran’s family office services group will discuss, in a round table format, the challenges faced by family offices working in a remote environment and the evolving landscape of family office. They will share...