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Family Offices
Family offices- Private companies that invest and manage funds for a single (wealthy) family.
Entrepreneurial Growth
The preliminary results of a study commissioned by the Family Firm Institute, soon to be published in Family Business Review, provide a new framework...
Breaking the Silence
Many wealth management professionals spend a large portion of their time and energy designing elegant, tax-efficient estate plans for their clients. This...
Warding Off Analysis Paralysis
Successful family business succession planning requires estate planners to simultaneously navigate the difficult waters of overcoming family dynamics...
Taking a Little Off The Table
An astonishing 93 percent of family business owners depend on the family business as their primary source of income, according to the 2007 Laird Norton...
Is Blood Thicker Than Water?
Family businesses are different from other businesses. Besides unique estate tax, succession and governance issues, family businesses must also deal effectively...
Emerging Alternative Asset Managers
Limited partners (LPs) (for example, family offices) who seek exposure to new and emerging alternative asset managers face a dilemma. ...
Business Sales and Legacy Decisions
Selling a family business is typically complicated and fraught with emotional issues for the owner. The owner is selling his means of livelihood, and...
Collaboration From the Family Office Perspective
For those of us in the business of providing client services, success is heavily dependent on our ability to offer the most comprehensive, cutting-edge...
Despite Some Bumps, Firms Have Survived and Even Prospered
PricewaterhouseCoopers LLP (PWC) has released its second global family business survey in November 2010, Kin in the Game, available online at www.pwc.com....
Strength in the Face of Adversity
Rumors of the demise of the small family office have been greatly exaggerated. Although many wealthy families have changed the way their offices operate,...
Maximizing the Benefits of FLPs
Limited partners (LPs) of family limited partnerships (FLPs) have long been a powerful estate-planning tool. LPs of FLPs can take a discount of as much...
Family Business Succession Planning
The United States is on the threshold of a major demographic shift. The post-war baby boom generation a group of some 78 million Americans has arrived...
Business Succession as an Evolutionary Process
Most family business succession studies focus narrowly on the succession event itself or on some of the changes in leadership and performance that occur...
Financial Reform Knocks on The Family Office Door
On July 21, 2010, many single family offices watched President Obama sign into law the Dodd-Frank Wall Street Reform and Consumer Protection Act (the...
Is It Time To Close The Family Office?
There are an estimated 3,000 single-family offices (SFOs) based in the United States1 and, according to a recent survey by the Wheaton, Ill.-based association...
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Wealth Watch 
Wealth Watch is a free e-newsletter delivered twice a month with expert advice on wealth management from Trusts & Estates.
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Tech. Review
Technology Review is a free monthly e-newsletter from Trusts & Estates and nationally renowned expert Donald H. Kelley. It is geared to keeping estate planning lawyers current on the latest tech news they can use.
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Philanthropy Tax Guide
Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.
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2011 Trust Glossary
Click here to download the 2011 Trust Glossary
50 Years Ago This Month
| 50 year ago, in February 1962, we featured articles such as: "New Techniques for Preparing Wills" by Ralph R. Neuhoff, "Trust Salesmen" by J. David Lynch, "Social Consciousness and Private Charity" by Lowell H. Brammer and "Life Insurance as an Inflationary Hedge" by R. Edwin Wood. |
Conrad Teitell's Guide to Tax Benefits For Charitable Gifts
Click here to view the most up to date guide (September 2011)
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