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Creating an enduring financial legacy becomes more challenging with each branch that is added to the family tree through marriage. With divorce rates at a high level, it is important for families to understand the wealth management considerations related to marriage and take a proactive approach to planning for changes to their family dynamics.&nbs...

College graduation marks the start of a career with new responsibilities and decisions. It's an exciting time but can be filled with uncertainty. Having a game plan can help the transition from college to the "real world.” This piece provides a handy checklist—including tips on budgeting, establishing credit, and online securit...

The IRS is increasing its audit of large partnerships and is increasingly scrutinizing the validity and deductibility of management fee arrangements. In the case, Aspro, Inc. v. Commissioner, it offers a warning to taxpayers, including private equity and venture capital funds seeking to establish similar arrangements with their portfolio companies....

When you start the process of rethinking your family office workspace, an important step is to ask intentional questions. Beginning with the “why,” this checklist provides prompts that are intended to challenge you to think critically and inform the ways physical space can best serve the needs of your family office as you think abo...

With the next generation leading the way in philanthropic initiatives for private foundations, there's been a focus on program-related investments and social impact investing. There is also more direct activity where families are creating joint ventures with the grantees to ensure that the issues they care about are front and center. ...

Eton Solutions discusses the current trends and challenges happening in the family office and presents an operating model solution in this video.

This guidebook takes a critical look at significant challenges and opportunities in family office operations and offers comprehensive guidance with a future-focused lens. Gain expert insight, strategies, and best practices on the top-of-mind issues that include strengthening your cybersecurity, leveraging your technology, the role of the chief inve...

Rethinking the physical family office space is complex, especially in the new world of hybrid workstyles, and family offices may be wondering why the design of office space matters at all.The answer to this question lies in the approach. Transitions and disruptions are inevitable, but if approached in the right way and with the right resources, red...

The challenging market environment and the fear of several interest rate increases by the U.S. Federal Reserve in 2022 has led to a sell-off in global equities. Concurrently, the U.S. is facing inflation rates not seen in more than 40 years, adding to investor concerns. The Dollar's resilience continues to negatively impact Non-Dollar inve...

Many of the challenges the fixed income market has experienced are part of the natural long-term economic cycle. While volatility is likely to remain in 2022, diversified fixed income portfolios can benefit from the rise in interest rates and wider credit spreads.

Decades of globalization have led to the developed world relying more on foreign nations, sometimes with competing interests. The pandemic and recent geopolitical events have shifted attention to the challenges inherent to an increasingly connected world. As nations—and companies—reconsider their cross-border relationships, how does thi...

Philanthropy is embedded in the fabric of wealth management. Whether it's the Silent Generation or Generation Z, each generation wants to make an impact through charitable giving. With each generation having its own set of beliefs and perspectives, it's important to bridge that gap and ensure that, as wealth passes through generations, the ...

It's essential to understand the role that the right custodian can play in helping ultra-high net worth families build, maintain, and protect their wealth. By choosing a master global custody model, family offices can gain operational efficiencies, increased security, economies of scale, and a streamlined administration process.

As families consider their family legacy and ESG strategy beyond philanthropy, they are moving toward long-term stability and practices that benefit people, the planet, and the needs of future generations. It’s an enterprise mindset that understands the importance of establishing a robust governance framework and providing family members with...

Social media and other digital accounts have a life of their own. Managing them is one aspect of managing a deceased person's digital estate. Sometimes the problem is simply closing an account while other times, you hope to gain access to a loved one's accumulated photos, videos, or other important files. To help manage your digital account...