What a difference a year makes. Trade war predictions, Facebook data scandals, inflation concerns and Federal Reserve comments have been whipsawing ma...
Two events in December 2017 presented new tax challenges for family offices and provide a reason to evaluate the structure of the office and the curre...
Every wealth creation event has a story behind it, and it is in those stories we find the seeds that have germinated and blossomed into a family histo...
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...
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 ...
Like many holidays, Valentine’s Day is a time when employees celebrate, while HR representatives, in-house counsel, and business owners hold their bre...
Whether establishing a new trust, modifying an existing trust or dealing with a transition of the incumbent trustee, selecting the person or instituti...
A Private Family Trust Company (“PFTC”) offers families the ability to have intergenerational governance over family assets, and provides a private fo...
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 sp...
