Thought Leader Series

IRS Guidance on Trust and Estate 2% Floor on Itemized Deductions

On May 8, 2014 the Treasury department released final regulations providing guidance regarding what deductions are subject to the trust and estate 2% floor on itemized...

Next Generation Preparation and Engagement in the Context of Family Legacy

For most families, the natural evolution of wealth concerns eventually shifts from creating, preserving and transferring wealth to the realities of next generation...

Six Practical Legacy Planning Steps to Consider

Whether you already have wills, trusts and other estate planning documents in place or need to have them created, there are a number of priorities to consider as you move...

Great-Grandma’s Recipes for Success: The Importance of Family Storytelling

The following blog post is a contribution from Ascent Private Capital Management, a Thought Leaders Council member of the Family Office Exchange. In today’s fast-paced...

Guilty Money: The Guilt of Inherited Wealth

The following blog post is a contribution from Ascent Private Capital Management of U.S. Bank, a Thought Leaders Council member of the Family Office Exchange. The...

Five Social Media Parenting Strategies

The following blog post is a contribution from HUB International, a Thought Leaders Council member of the Family Office Exchange. I was recently visiting New York with my...

Estate Planning After DOMA

On June 26, 2013, the Supreme Court of the United States issued two groundbreaking opinions regarding same-sex marriage. The rulings will substantially impact financial...

Protecting Proceeds from the Sale of a Family Business

The following blog post is a contribution from AIG, a Thought Leaders Council member of the Family Office Exchange. It’s a common problem: A family receives a serious...