02/12/2020

The Natural Advantage of Family Businesses

Provided there is some distance between the individuals and direct communication is kept to a minimum, the business thrives through family members managing their respective silos without much interference from the others.

02/10/2020

Why you deserve a single family office

SFOs provide services ranging from sophisticated handling of key family assets (estate based or business based), to providing educational and lifestyle services to the family.

01/27/2020

Ultra-Wealthy Demand Up For Single-Family Office Services

The survey found that more than three-quarters of trust and estate planning professionals (78%) said their clients were interested in incorporating impact and sustainable investing as part of their overall wealth plans.

01/22/2020

2020 Family Office Outlook

Based upon industry data, client observation and leading wealth, tax, estate, and family office conferences, here are the leading family office trends as we begin 2020.