In this year-end planning newsletter, we break down the top strategies to consider before December 31, including gifting to loved ones, charitable planning, and the importance of communicating the why behind your estate plan with your family.
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan.
The decision to launch a single-family office (SFO) or leverage the scale of a multi-family office (MFO) depends on your interest and ability to invest time, money, and energy to manage the day-to-day complexity of your family’s financial enterprise.
In wealthy families, the preservation and responsible use of wealth goes beyond dollars and cents. Talking about wealth and grounding decisions about family wealth in values…
The Corporate Transparency Act (CTA) is back, and so are its Beneficial Ownership Information (BOI) reporting requirements. After the U.S. District Court for the Eastern District of Texas lifted the nationwide injunction on February 18, 2025, FinCEN is moving forward with enforcement. This means businesses (including certain family-owned entities) need to take action to stay compliant. Are you ready for the upcoming deadlines?
Give your fiduciaries a performance review, think strategically about philanthropy, focus on the why, talk more about money, and avoid purely tax-driven decisions.