Our minds are on constant information overload from article headlines, tweets, and even conspicuous eavesdropping in coffee shops and subways, often causing us t...

Author: Rena Greifinger, Senior Lead MaverickNext, Population Services International Empathy. Child-like curiosity. Trust. Failure. These traits are what should ...

I am the oldest son of a successful business owner and have been actively involved in the business for 14 years. I have two siblings who are not currently active...

"How do you prepare younger family members to manage their wealth well and flourish in their own lives and in their families?"Every family is challenged to find ...

Two events in December 2017 presented new tax challenges for family offices and provide a reason to evaluate the structure of the office and the current classifi...

Every wealth creation event has a story behind it, and it is in those stories we find the seeds that have germinated and blossomed into a family history and cult...

A family 'like ours'My siblings and I agree that we are fortunate to come from a family like ours. When I say, ‘like ours,’ I mean very close, sort of ‘in each o...

How are families adapting to changing market dynamics?While investing has never been straightforward, investing today in the face of current uncertainty feels ov...

This may not come as a surprise, but individuals have lost trust in the major institutions that have served as the framework of our modern society. Businesses, N...

Given the current state of the market, many investors that I am speaking with are considering changes to the “what...

In December 2017, Congress passed the Tax Cuts and Jobs Act; a bold legislation designed to overhaul America’s tax code for the first time in 31 years. House Spe...

With all the media coverage in the last couple of months, you have certainly heard at least tidbits about the new Tax Cuts and Jobs Act (Act), signed by the pres...

I am fascinated by the complicated ways that automation may transform the labor force—and how dramatically the acc...

When you are a business-owning family, sometimes you can become so completely focused on the growth and continued success of the business that you forget the equ...

Like many holidays, Valentine’s Day is a time when employees celebrate, while HR representatives, in-house counsel, and business owners hold their breath. In the...

Whether establishing a new trust, modifying an existing trust or dealing with a transition of the incumbent trustee, selecting the person or institution who will...

A Private Family Trust Company (“PFTC”) offers families the ability to have intergenerational governance over family assets, and provides a private forum for dec...

Preparing the next generation, especially wealthy children or trust beneficiaries, is one of the hottest topics in the high net worth world. Quite frankly, the c...

The Private Family Trust Company structure has evolved from a new concept to one that is now established and used widely by family enterprises as a strategy for ...

From a historical perspective, the private family trust company (or PFTC) is a relatively recent structure employed by successful, strategically-oriented familie...

What is a Private Family Trust Company?A private family trust company (PFTC) is a state-chartered entity designed to provide fiduciary services to members of a f...

Cybersecurity is a topic of great concern among our members as many face the challenge of keeping family members and their financial information safe. Scott Auge...

Is it ever worthwhile to accept concessionary investment returns?

When I was in third grade, my teacher brought in some maple tree saplings as part of a science lesson. We were shown two possible places to plant these saplings;...

I recently had an amazing opportunity to spend a few days with 46 millennial clients who came to Silicon Valley for our Next Generation Program. Focused on the t...