Thought Leader Series

Family wealth is notoriously difficult to maintain across generations. Without a powerful strategic vision, statistics show that family wealth is bound to dissipate. One useful strategy for nurturing a legacy is to foster an entrepreneurial culture within the family.Most families of wealth began the...

CFOs are increasingly using Accounts Receivable (A/R) Insurance as a strategic tool to support business growth.A/R Insurance, also known as Trade Credit Insurance, has long been a standard corporate operating procedure in Europe, where complex cross-border trade makes managing receivables a signific...

It used to be very difficult for beneficiary’s to change the terms of previously-established trusts, and if they were able to make the changes at all, it could be quite costly. But through a process known as “trust decanting,” trustees can “pour” the assets from an older, less-desirable trust into a...

Families with significant wealth often tell us they wish to deploy a portion of their resources to make some kind of positive impact—broadly defined as doing good for people and the planet. We know that for many clients, the pursuit of impact is fundamental to their efforts to define their family or...

A client of mine once characterized Wealth Integration as a “fiscal physical.”Initially, I wasn’t all that flattered by the comparison. However, the more I thought about it, the more I came to realize that this unfortunate-but-fair description accurately recognizes that, like a medical physical, a f...

Here are some numbers to grab your attention and ponder: The U.S. dollar has rallied almost 25% percent in the past nine months and 35% over the past four years. In light of these substantial and notable gains by the bullish greenback, it’s hard not to ask: What is propelling the dollar’s surge? Wha...

Forming a single-family office is a natural progression for many families of wealth. When a family is transitioning from operating a business to managing significant wealth, having one's own family office can offer significant benefits, including personalized attention, economies of scale and greate...

It takes effort for a young adult leaving the family nest to become independent and self-reliant. However, the reward is the knowledge that you are self-sufficient, responsible, mature and self-aware. Here are some pointers to help you along your journey.1. Pursue Your DreamsYou’ll feel p...

Couples entering into matrimony often have to make difficult decisions associated with emotionally-charged issues such as a prenuptial (or “prenup”) agreement. If one is going to be implemented, knowing when and how to communicate the request to sign a prenup aids in its effectiveness. Approac...

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 deductions, including requiring the unbundling of trustee fees for tax years beginning on or after May 9, 2014. These regulati...