Thought Leader Series
Take Steps to Combat Risk with a Thoughtful Strategy
In the midst of a growth economy, risk factors are sometimes pushed to the periphery of a company’s focus. It’s no different for family offices. When those risks eventually...
The Pros and Cons of Using a Commercial Institution as Your Trustee
It’s natural to want to choose a family member or someone you know well to serve as your trustee. However, it sometimes also makes sense to choose a professional trustee like...
Keeping Up With the Evolving Technology Needs of Your Family Office
Increasing demands for data and the up and coming younger generation are impacting the technology needs of family offices. Many family offices are challenged to meet the...
10 Common Employment Mistakes Family Office Managers Make
In March, Warner attorneys Jon Kok and DeAndre' Harris presented a webinar for the FOX Human Capital Network. The topic was common mistakes that managers, including family...
What a difference a year makes. Trade war predictions, Facebook data scandals, inflation concerns and Federal Reserve comments have been whipsawing markets in the first few...
“Profits Interest” Structure Approved for Family Office
Two events in December 2017 presented new tax challenges for family offices and provide a reason to evaluate the structure of the office and the current classification of...
Tax Reform at a Glance – How Does it Affect You?
In December 2017, Congress passed the Tax Cuts and Jobs Act; a bold legislation designed to overhaul America’s tax code for the first time in 31 years. House Speaker Paul...
Gift Strategies to Help High Net Worth Families Benefit from Tax Reform
With all the media coverage in the last couple of months, you have certainly heard at least tidbits about the new Tax Cuts and Jobs Act (Act), signed by the president in...
Love is in the Air? Practical Tips for Dealing with Workplace Relationships
Like many holidays, Valentine’s Day is a time when employees celebrate, while HR representatives, in-house counsel, and business owners hold their breath. In the #MeToo era,...
Should I Choose a Family Member to Be My Trustee?
Whether establishing a new trust, modifying an existing trust or dealing with a transition of the incumbent trustee, selecting the person or institution who will act as your...