How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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A freeze transaction is an estate-planning technique that uses the interplay of the differing financial and valuation characteristics of preferred equity and common equity securities to transfer assets from one generation to another while...
For estate tax purposes, Internal Revenue Code Section 2036(a) includes in a decedent's gross estate the value of certain property transferred during life.1 IRC Section 2036 generally applies when a taxpayer retains rights to the property...
Do not go gentle into that good night, Old age should burn and rave at the close of the day; Rage, rage against the dying of the light. Dylan Thomas The senior generation's desire to maintain voting control over the family business is a common...
During the past 10 years, worldwide capital markets have undergone structural transformations that have fundamentally changed the manner in which exchanges, brokers, dealers and investors conduct transactions in publicly traded securities. New...
Family offices must now square the corners of their ownership and investment process with a new regulation. The Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank) fundamentally changes the rules for family offices that provide...
I'll be the first to admit that estate planning for the family business owner isn't easy. Many families don't even engage in the process. Those that do rarely execute on the entire plan. Why is it that those families most in need of...
Family Office Exchange (FOX) has long maintained that an informed and educated client is a better client. This is especially true when it comes to wealth management fees. Yet, so often clients don't know their wealth management costs or what...
