How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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Rumors of the demise of the small family office have been greatly exaggerated. Although many wealthy families have changed the way their offices operate, smaller single family offices are demonstrating remarkable resilience in the face of economic...
Waiting for Godot is a classic play in which the protagonists await the arrival of a mysterious problem solver who never arrives. For estate planners and valuation professionals, 2010 was similarly a time for waiting for tax law resolutions, for...
Waiting for Godot is a classic play in which the protagonists await the arrival of a mysterious problem solver who never arrives. For estate planners and valuation professionals, 2010 was similarly a time for waiting for tax law resolutions, for...
As technology goes, so goes the San Francisco Bay Area wealth management market. And business at tech companies, especially Internet-based firms, is booming. Palo Alto-based Facebook, which already has more than 500 million users around the world...
Most family business succession studies focus narrowly on the succession event itself or on some of the changes in leadership and performance that occur soon before or after the succession event. Much less common, however, is a study that provides...
Family businesses are the backbone of the American economy. In fact, 90 percent of the approximately 15 million businesses in the United States are considered to be family businesses, representing more than 60 percent of the gross domestic product...
In the case of Holman v. Commissioner,1 the U.S. Court of Appeals for the Eighth Circuit upheld a Tax Court decision2 that a discount for lack of marketability (DLOM) of 12.5 percent was appropriate for a private investment company holding only...
