Formal business valuations are essential but sometimes overlooked by business owners.
According to P.J. DiNuzzo there are 16 ways entrepreneurs can lower taxes
Succession planning is essential because it ensures that family conflicts will not destroy the family business.
Why advisors should incorporate trust and estate planning for all clients
High-net-worth individuals and families are creating their own funds.
Asset protection planning for entrepreneurs is extremely important.
In a study of 403 family enterprise respondents, the importance of secession planning is seen.
How accounting firms deliver wealth management expertise.
Asset protection planning is pre-litigation planning.
The future of the family office is the virtual family office
Life insurance delivers the best solution for many people in particular circumstances.
Global citizens and global firms require top-of-the-line legal expertise.
The key is maximizing the value of trusts.
To optimize your financial life, consider a middle-market family office check-up.
Aside from technical expertise, wealth planners adhere to seven core principles.
Wealth planning uses legal strategies and financial products to get results.
Sudden wealth can provide benefits and adverse complications
Super-rich heirs are relying on professionals to become global stewards
The bill would require that taxpayers worth more than $100 million pay a minimum of 20% on their capital gains.
The advantages and disadvantages of working with single-family offices and family businesses
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