Thought Leader Series

Tax Reform at a Glance – How Does it Affect You?

In December 2017, Congress passed the Tax Cuts and Jobs Act; a bold legislation designed to overhaul America’s tax code for the first time in 31 years. House Speaker Paul...

Gift Strategies to Help High Net Worth Families Benefit from Tax Reform

With all the media coverage in the last couple of months, you have certainly heard at least tidbits about the new Tax Cuts and Jobs Act (Act), signed by the president in...

Love is in the Air? Practical Tips for Dealing with Workplace Relationships

Like many holidays, Valentine’s Day is a time when employees celebrate, while HR representatives, in-house counsel, and business owners hold their breath. In the #MeToo era,...

Should I Choose a Family Member to Be My Trustee?

Whether establishing a new trust, modifying an existing trust or dealing with a transition of the incumbent trustee, selecting the person or institution who will act as your...

Four Tips to Keep Your PFTC in Compliance

A Private Family Trust Company (“PFTC”) offers families the ability to have intergenerational governance over family assets, and provides a private forum for decision-making...

PRI: Getting with the Program

Is it ever worthwhile to accept concessionary investment returns? If your foundation’s aim is to achieve not just personal financial gain but also a specific positive social...

Seeing the Forest and the Trees: Defining Your Family Legacy

When I was in third grade, my teacher brought in some maple tree saplings as part of a science lesson. We were shown two possible places to plant these saplings; one spot was...

MRI: Making Mission More Than a Statement

“To thine own self be true,”  William Shakespeare famously wrote. The same could be said of organizations, many of which tirelessly work to ensure that they uphold the...

Treasury to Withdraw Proposed Regulations Restricting or Eliminating Valuation Discounts

The U.S. Department of the Treasury plans to withdraw proposed regulations issued in August 2016 that would have narrowed or eliminated taxpayers’ ability to claim valuation...

Protecting your Children in Cyberspace

Even highly responsible children can compound cyber risk to the entire household. They are more trusting than adults. They inadvertently engage with cyber thieves in gaming...