Wealth Management

Are you ready for the future? A sanity check for family business owners

Too often, families rely on a multitude of disconnected plans — trusts, LLCs and other entities — without a holistic view of how these strategies work together.

Family business-friendly policies a likely priority in new administration’s first 100 days

The first 100 days on Capitol Hill will likely see a race to complete a new tax bill, as well as to forge — and make permanent — new economic policies that will help family businesses.

Donor-advised funds: Planning for the exit

DAFs are relatively quick and easy to stand up, but clients and their advisors often fail to think through what will happen to the fund when the donor-client is unable to personally manage the account anymore.

The hard work of inheritance

Estate settlement is a personal process, but multi-family offices can help.

New survey highlights wealth worries

Most family business leaders say they plan to take steps over the next year to protect their family wealth. But they're concerned about their family members’ ability to do the same over the long term.