Filters
The White House released a retooled framework for the Build Back Better Act on October 28, 2021. Notable aspects of the Biden framework that will affect estate planning include estate and gift tax
Creating a family office and sustaining its success starts with a thorough assessment of your family’s priorities, objectives, and capabilities. Whether your family is considering forming a
The Build Back Better Act recently introduced in the US House of Representatives includes many tax provisions that would significantly impact US taxpayers. However, any major bill’s road from
Family offices anticipating a variety of tax law changes now have more details to consider. How would the tax law changes proposed by the House Ways & Means Committee affect family offices and
The proposed Build Back America Act, a $1.85 trillion social-policy and climate framework, is working its way through Congress. While the notable prior proposals were absent, the current legislation
Drivers of the deal flow—from exits to succession planning to anticipated capital gains tax increases—are higher across the board, signaling a voracity for deals. At the same time, fund
The big wealth transition is now underway, with ownership of more than 60% of family enterprise expected to be handed off within the next decade. With the input of business owners and Family
Family offices can be complex, requiring forward thinking and collaboration on a variety of initiatives. Learn more about family office market trends that may impact your organization and key
The innovation economy continues its record-breaking performance despite ongoing challenges posed by the COVID-19 pandemic. Venture fundraising, investment, and exits are all on pace to shatter last
Are family businesses really more resilient, agile, and adaptable than other business types? And, if so, have they been able to tackle the challenges of COVID-19 better than most and, perhaps,