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.