All aspects of our daily lives will be impacted, as will our understanding of self and the meaning of privacy, ownership, and citizenship due to dramatic changes...

Legislators must know what is important to family businesses; what helps or hurts them when it comes to operating their business and creating more jobs. For that...

You can’t evaluate what you can’t measure- and when assessing the success of any trust, proper metrics are vital. Beneficiaries should hold their trustees accoun...

Serving as a trustee is a huge responsibility and can be fraught with peril in terms of potential liability. Trustees owe fiduciary duties to the trust beneficia...

Most people feel honored when they are tapped to serve as trustee of a family trust. It’s an important leadership position as well as a powerful role in managing...

The goals of family education include understanding the family’s values, legacy, and sources of wealth, increased engagement in the family enterprise, and basic ...

In March, Warner attorneys Jon Kok and DeAndre' Harris presented a webinar for the FOX Human Capital Network. The topic was common mistakes that managers, i...

What does a business succession plan look like?The term “succession planning” can sound daunting to business owners, even when they know it needs to be made a pr...

What a difference a year makes. Trade war predictions, Facebook data scandals, inflation concerns and Federal Reserve comments have been whipsawing markets in th...

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...