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Starting January 1, 2024, the Corporate Transparency Act (CTA) will go into effect. All entities formed or registered to do business in the United States will need to either confirm they qualify for
When it comes to effectively transferring assets, the Grantor Retained Annuity Trusts (GRAT) is a popular estate planning strategy that can reduce the tax liability. In this interview, three
Families with significant resources are increasingly turning to formalized family offices to creatively deploy and manage their capital. As leaders of family-owned businesses look to unlock
The cyber landscape is always evolving and requires proactive diligence, effective controls, and regular education to significantly reduce the risks. While the volume and complexity of threats
People are critical to a family office’s long-term success. However, recruiting top talent continues to be a great challenge when there’s a shortage of top talent in a tight labor market
In "How To Talk With Your Family About Wealth," we discussed the importance of the family conversation when it comes to planning a legacy—and how quickly wealth can be lost when these
Driven by events no one could have foreseen, leaders in recent years have pushed their companies and themselves beyond their comfort zone: out of the office to remote workplaces; into the cloud;
With depression affecting as many as one in three adults, greater attention has been given to mental health in the workplace—including the impact poor mental health has on workplace morale,
Consistently revisiting potential liquidity risk is important work for family investors, as many of these risks can lay silent for prolonged periods and become easy to overlook. In fact, unexpected
Selecting or reviewing the location of your family office is a highly complex and challenging exercise. As your family grows and gains assets and business interests that are often outside your home