James J. White, Robert A. Sullivan Professor of Law, University of Michigan Law School in Ann Arbor, Mich.
Losing the energy that drives governance.
How they’re helping to reshape SFOs and the private wealth market that serves them.
Preparing for changes helps to maximize the family’s wealth and objectives.
Here’s what your competitors are doing.
Helping clients who are conflicted over new policies.
The need for dispute defensible advisor practices and a glidepath to safety.
A methodology is needed to help meet the grantor’s goals.
Effect on trustees of trust-owned businesses.
An analysis of the different types of policies available.