Choosing the right successor trustee is a decision that shouldn’t be taken lightly.
A “field guide” for family office investors to help you avoid these common legal pitfalls.
Here’s how to demystify family office choices for the ultra-wealthy client.
It brings together an elite group of specialists on an as-needed basis who work collaboratively.
Industry leaders have many definitions for these common words in finance. No wonder the clients are confused.
The potential market for wine could make it a worthwhile investment for diversifying a wealthy client’s portfolio.
Working with allied professionals requires overcoming three primary obstacles.
Relating clients' charitable goals to investment choice results in more thoughtful advice.
Competition for these clients is more intense than ever before.
If you know how to structure one, you can tap great advantages from it.
What’s essential for wealthy families is to get the results they expect.
Six reasons the heirs of the rich and famous fight over estates.
Tax and estate attorney Thomas Handler has spent a career amid warring families.
Evidence is building that impact investors don’t have to sacrifice performance.
Daniel Geltrude’s accounting firm is specialized to serve the needs of family office practices.
These different interpretations of the word have powerful implications for families, and their efforts to secure something lasting in life.
Independence was also easier to defend when central bankers’ task was limited to keeping inflation low and stable.