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A Comparison of Self-Settled Trust Laws in Popular PTC States
Waller Lansden Dortch & Davis (now part of Holland & Knight)
While laws in the United States generally allow trust property to be protected from the creditors of beneficiaries, there has traditionally been an exception to these protections where property in a
How Clients, Employees and Pricing are Transforming the Ultra-Wealth Business
After decades of anticipation, the tectonic shift of demographics that would lead to the enormous transfer of wealth, monetization of private businesses and the ushering in of a new workforce are
Dementia Tips for Household Staff
Home Care Assistance
When a family member is diagnosed with a memory disorder like Alzheimer's, it can be confusing and frustrating. With the right preparation and care, family offices and household staff can
FOX Foresight – Trends Impacting Families
Family Office Exchange
FOX Foresight – Trends Impacting Families identifies the three main forces—distrust in all major institutions by individuals, the rapid pace of innovation, and people everywhere living longer—that
Plan Ahead for a Hospital Stay
Home Care Assistance
Sometimes, unfortunately, a trip to the hospital is unforeseen and unplanned. Often, however, procedures and elective surgery are scheduled in advance. If this is the case for you or a loved one,
Structuring a Private Family Trust Company
Waller Lansden Dortch & Davis (now part of Holland & Knight)
The ownership and governance structure of a private family trust company (“PFTC”) is highly customizable. This is important because all families are different, with different goals,
Migrating Trusts Between States Decision Tree
Waller Lansden Dortch & Davis (now part of Holland & Knight)
Migrating trusts from state to state can be challenging. Use this decision tree as a resource when transferring trust situs from one state to another or when modifying a trust agreement following
The Importance of Strong Partnerships
The Importance of Strong Partnerships New FOX research indicates that families and advisors who work in strategic partnership are better prepared to navigate transitions and overcome the many
Strengthening the Partnership Between Families and Advisors
The 2016-17 FOX Thought Leaders Council Report: Strengthening the Partnership Between Families and Advisors is a great resource for those who are seeking ways to construct sustainable partnerships
2016 FOX Value Price Study: The Critical Link in Ultra-Wealth Market
We are pleased to announce that the 2016 FOX Value Price Study: The Critical Link in Ultra-Wealth Market is available for FOX members.  Key Insights found in this study include:Advisors