Research

Why Family Enterprises Need Succession Plans

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In a study of 403 family enterprise respondents, the importance of secession planning is seen.

How Entrepreneurs Benefit From Corporate Exit Planning

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Many entrepreneurs fail to engage in smart corporate exit planning.

For Entrepreneurs, Tax Mitigation Is More Important Than Investment Performance

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Tax savings are more important to wealthy entrepreneurs than investment performance.

Financial Succession Planning For Single-Family Offices And Family Businesses

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Financial succession planning is essential to effectively transfer a family enterprise

Key Characteristics Of Elite T&E Lawyers

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Trusts and estates lawyers are instrumental in enabling wealthy families to transfer their assets to future generations.

What Are The Opportunities Working With The Super-Rich And SFOs?

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For many professionals, the super-rich and single-family offices provide enormous possibilities.

Single-Family Offices Use Private Foundations To Preserve Family Values

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Private foundations are helping family office share family values.

The Wealthy Want The Same Advantages Single-Family Offices Can Deliver

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The advantages provided by SFOs are available to more families.