Have the giving strategies of family offices changed?

Five significant shifts and six critical roles.

How to emerge from the upheaval.

Why are policy owners so reluctant to pay for these services?

Hint: It has nothing to do with money.

U.S. shareholders of controlled foreign corporations can defer liability on their global intangible low-taxed income.

A major restructuring may be warranted.

The pandemic will scramble retirement timelines for millions of Americans.

The current confluence of change, opportunity and impact illustrate that families are recasting what their money means.

Biggest impediment to growth is recession or market downturn.