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
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