As we approach the holiday season and close 2017, it’s important to keep a close eye on your clients’ familial rifts.
An update on key planning developments.
The big freeze on regulations and the cold front affecting valuation issues.
Help clients who are considering cryopreservation.
Its vastness was on display in 2017.
Philanthropy and tax reform: The devil is in the details.
Thoughts on accomplishing a complex mission.
What’s at play in today’s markets? Identify the risks fiduciaries should be focusing on.