Nov 11 2014
With toy catalogues in the mailbox and Thanksgiving right around the corner, I’ve been finding myself thinking a lot lately about the gifts we give to our...
Nov 07 2014
From Kickstarter campaigns to Ice Bucket Challenges for charity, when it comes to raising funds in today’s hyper-digital world, online crowdfunding is generating...
The Biggest Challenge Facing Millennials
Oct 08 2014
As a proud Millennial, there are clear trends I’m seeing amongst my peers and the emerging generation of young people rising behind us. The most obvious of which...
Sep 21 2014
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-...
The Beloved Prenuptial Agreement
Sep 09 2014
Couples entering into matrimony often have to make difficult decisions associated with emotionally-charged issues such as a prenuptial (or “prenup”) agreement....
Family Offices Can Now Serve In-laws
Jul 17 2014
In a very encouraging development, the SEC has indicated that they intend to grant exemptions from the strict definition of “family” in the Family Office Rule to allow...
Four Reasons the Private Family Trust Company Market is Growing
Jul 07 2014
A notable trend in recent years has been the increasing popularity of private family trust companies (PFTCs). This growth is rooted in multiple factors, but here...
IRS Guidance on Trust and Estate 2% Floor on Itemized Deductions
Jul 07 2014
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...
Private Family Trust Companies: What You Need to Know
May 22 2014
The private family trust company (PFTC) has become a popular and useful vehicle to provide trust administration to ultra high net worth families. There are many...
Successful Outcomes for 100-Year Family Enterprises
May 02 2014
Sometimes the greatest challenge for a family is to agree on how they will measure the “success” of the enterprise in each generation. The metrics of success...