Across all industries, family offices and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are six issues that family offices should...more
3/14/2025
/ Business Succession ,
Buy-Sell Agreements ,
Corporate Transparency Act ,
Estate Tax ,
Ethics ,
Family Offices ,
FinCEN ,
Generation-Skipping Transfer ,
Internal Revenue Code (IRC) ,
IRS ,
Limited Liability Company (LLC) ,
Limited Partnerships ,
Tax Planning ,
Tax Reform ,
Trusts ,
Valuation
Across all industries, private companies, family offices, and their owners and management teams face rapidly evolving challenges, opportunities, and risks in the dynamic environment that is 2025. Here are 11 issues that...more
3/10/2025
/ Acquisitions ,
Arbitration ,
Artificial Intelligence ,
Beneficial Owner ,
Business Succession ,
Buy-Sell Agreements ,
Class Action ,
Compliance ,
Connelly v United States ,
Consumer Protection Laws ,
Corporate Transparency Act ,
Data Privacy ,
E-Commerce ,
Estate Planning ,
Estate-Tax Exemption ,
Ethics ,
Family Businesses ,
Federal Trade Commission (FTC) ,
FinCEN ,
Form I-9 ,
Generation-Skipping Transfer ,
Gift-Tax Exemption ,
Immigration ,
Immigration and Customs Enforcement (ICE) ,
Immigration Procedures ,
IRS ,
Legislative Agendas ,
Limited Liability Company (LLC) ,
Limited Partnerships ,
Mergers ,
NLRB ,
Non-Compete Agreements ,
Private Attorneys General Act (PAGA) ,
Privately Held Corporations ,
Regulatory Reform ,
Risk Management ,
SCOTUS ,
State Legislatures ,
Tax Cuts and Jobs Act ,
Terms of Use ,
Valuation
Private companies and their owners face ever-evolving challenges as the market sees new regulations, new deal trends, and new risks in 2024. Below are 10 issues that the owners and leaders of privately held companies should...more
2/7/2024
/ Acquisitions ,
Artificial Intelligence ,
Beneficial Owner ,
Class Action ,
Corporate Transparency Act ,
Data Privacy ,
Disclosure ,
Employee Benefits ,
Employer Liability Issues ,
Estate Planning ,
Estate Tax ,
Family Offices ,
FinCEN ,
Gift-Tax Exemption ,
IRS ,
Labor Code ,
Lifetime Limits ,
Mergers ,
New Legislation ,
New Regulations ,
Privately Held Corporations ,
Reporting Requirements ,
SECURE Act ,
State Privacy Laws ,
Tax Cuts and Jobs Act ,
Technology Sector ,
Trusts
Private foundations are a favored vehicle for many charitably inclined clients — particularly those who seek to take a hands-on approach to their charitable mission while establishing a lasting legacy for their families....more
9/22/2023
/ Art Collections ,
Charitable Donations ,
Court Approval ,
Disqualified Persons ,
Donor-Advised Funds (DAFs) ,
Estate Planning ,
Executors ,
Fair Market Value ,
Internal Revenue Code (IRC) ,
IRS ,
Private Foundations ,
Self-Dealing
Across industries, professionals are talking about the opportunity and utility of artificial intelligence (AI). In the estate planning and family office realms, two fields that require a distinctly human touch, advisors...more
8/16/2023
/ Artificial Intelligence ,
Data Collection ,
Data Privacy ,
Decision-Making Process ,
Estate Planning ,
Family Offices ,
Machine Learning ,
Power of Attorney ,
Problem Solving ,
Risk Management ,
Software ,
Wills