Thought Leader Series
Four Tips to Keep Your PFTC in Compliance
A Private Family Trust Company (“PFTC”) offers families the ability to have intergenerational governance over family assets, and provides a private forum for decision-making...
Is it ever worthwhile to accept concessionary investment returns?
If your foundation’s aim is to achieve not just personal financial gain but also a specific positive social...
Seeing the Forest and the Trees: Defining Your Family Legacy
When I was in third grade, my teacher brought in some maple tree saplings as part of a science lesson. We were shown two possible places to plant these saplings; one spot was...
MRI: Making Mission More Than a Statement
“To thine own self be true,” William Shakespeare famously wrote. The same could be said of organizations, many of which tirelessly work to ensure that they uphold the...
Treasury to Withdraw Proposed Regulations Restricting or Eliminating Valuation Discounts
The U.S. Department of the Treasury plans to withdraw proposed regulations issued in August 2016 that would have narrowed or eliminated taxpayers’ ability to claim valuation...
Protecting your Children in Cyberspace
Even highly responsible children can compound cyber risk to the entire household. They are more trusting than adults. They inadvertently engage with cyber thieves in gaming...
Strategic Philanthropy: New Approach to a Classic Concept
In 360 B.C., the Greek philosopher Aristotle wrote of the distinction between simply giving away money and giving it away as part of a thoughtful process.
In Aristotle’s...
Cyber Security Considerations During Real-Estate Transactions
Buying or selling real estate, especially your personal home, presents a unique set of fraud and cyber-security risks. Protect yourself by understanding these risks and...
Trump Family Business Transition Puts Succession Planning In The Spotlight
Transitioning a family business to the next generation is one of the most important and toughest business decisions a family firm owner will ever make. No other challenge has...
Higher Standards: The Attraction of Benefit Corporations
At first glance, the clothing company Patagonia, the cleaning products manufacturer Method, and the funding platform Kickstarter might seem radically different. After all,...