Families offices should take steps to build trust among their members as well as with the public at large, says the executive director of the Family Office Exchange.
Clients will be facing both reductions and increases.
Address family relationship dynamics to avoid conflicts and achieve success.
The effect of the Tax Cuts and Jobs Act of 2017.
Some items of particular interest to charities, advisors and their clients.
A new paradigm for design and administration.
A roundup of significant court cases.
Changes may tip the scale in favor of distributing property.
Recent amendments provide some clarification.
How fiduciaries can avoid liability risks.
