Thought Leader Series
Trust Decanting: An Estate Trend on the Rise
It used to be very difficult for beneficiary’s to change the terms of previously-established trusts, and if they were able to make the changes at all, it could...
Impact Investing: Positively Addressing Challenges While Pursuing Financial Return
Families with significant wealth often tell us they wish to deploy a portion of their resources to make some kind of positive impact—broadly defined as doing...
Starting a Single-family Office--Not Just By the Numbers
Forming a single-family office is a natural progression for many families of wealth. When a family is transitioning from operating a business to managing...
It takes effort for a young adult leaving the family nest to become independent and self-reliant. However, the reward is the knowledge that you are self-...
The Beloved Prenuptial Agreement
Couples entering into matrimony often have to make difficult decisions associated with emotionally-charged issues such as a prenuptial (or “prenup”) agreement....
IRS Guidance on Trust and Estate 2% Floor on Itemized Deductions
On May 8, 2014 the Treasury department released final regulations providing guidance regarding what deductions are subject to the trust and estate 2% floor on...
Next Generation Preparation and Engagement in the Context of Family Legacy
For most families, the natural evolution of wealth concerns eventually shifts from creating, preserving and transferring wealth to the realities of next...
Six Practical Legacy Planning Steps to Consider
Whether you already have wills, trusts and other estate planning documents in place or need to have them created, there are a number of priorities to consider as...
Great-Grandma’s Recipes for Success: The Importance of Family Storytelling
The following blog post is a contribution from Ascent Private Capital Management, a Thought Leaders Council member of the Family Office Exchange.
In today’s fast...
Guilty Money: The Guilt of Inherited Wealth
The following blog post is a contribution from Ascent Private Capital Management of U.S. Bank, a Thought Leaders Council member of the Family Office Exchange....