What’s Obvious is Obviously Priced In
Mar 01 2018
Given the current state of the market, many investors that I am speaking with are considering changes to the “what has worked before” approach.
When I am looking...
Tax Reform at a Glance – How Does it Affect You?
Feb 26 2018
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
Feb 23 2018
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...
The Impact of Automation on the Labor Force, the Economy, and Society
Feb 22 2018
I am fascinated by the complicated ways that automation may transform the labor force—and how dramatically the acceleration of technology in the work place may...
Six Steps for Developing a Successful Family Meeting
Feb 21 2018
When you are a business-owning family, sometimes you can become so completely focused on the growth and continued success of the business that you forget the equally...
Love is in the Air? Practical Tips for Dealing with Workplace Relationships
Feb 13 2018
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?
Feb 08 2018
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
Jan 24 2018
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...
Preparing the Next Generation of Beneficiaries
Jan 16 2018
Preparing the next generation, especially wealthy children or trust beneficiaries, is one of the hottest topics in the high net worth world. Quite frankly, the consequences...
Avoiding Potential Beneficiary Claims Highlighted in the PFTC Context
Jan 11 2018
The Private Family Trust Company structure has evolved from a new concept to one that is now established and used widely by family enterprises as a strategy for managing...