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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,
Research indicates that multigenerational involvement is the single most important factor in sustaining family wealth into the third generation and beyond. Furthermore, the families that most
The Board of Directors plays a pivotal role in the effective governance of the private family trust company (PFTC). They are responsible for overseeing management, providing organizational leadership
All business owners will transition their business at some point in the future. Whether it is a transfer within their family, such as to the next generation, or to an existing business partner or
Wealth does not build itself, but it can be built, nurtured and preserved—not just for you and your generation, but for generations to come. In an unprecedented study into the insights of
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
In May 2014, FASB issued Accounting Standards Update (ASU) 2014-09, Revenue from Contracts with Customers (Topic 606), changing the way revenue is recognized. As of January 25, 2017, the FASB has
The wealth management industry is constantly reinventing itself, and with every passing year, firms continue to push software vendors to deliver features and functionality that not only enhance their
Purchasing a wealth management technology solution is a significant business decision for your firm. You have likely been tasked with sourcing a platform that meets the needs of your principals, your
For insights on integrated wealth planning, this issue of The Advisor presents a view from the top with Joe Kahn, The New York Times Managing Editor, the impact of globalization 2.0, and the U.S.