Parents often find it difficult to discuss their wealth with their children, especially when it comes to what will happen to their wealth when they die. But when parents do not clearly detail their intentions or prepare their children to receive the family’s wealth, they risk outcomes that will meaningfully erode the value of their estate. Fortunat...
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Donors often ask how they can maximize their giving dollars when seeking to fulfill their charitable giving missions. A tax effective way is to donate appreciated securities to a donor advised fund, rather than selling the securities and donating the cash proceeds. So how does it work?
In recent years the rise in prominence of smaller, typically seed stage focused venture funds has transformed the landscape of early stage investing. At the same time, mobile innovation has spawned new business models that in a short period of time can achieve great scale and reach. It becomes even more essential to have access to top venture capit...
Everything is more complicated for families with a loved one with a disability. From finding the right doctors, the right schools and obtaining necessary therapies and services. Nothing is easy. Developing an estate plan is also more complicated than it is for “typical” families. The beneficiaries with special needs require comprehensiv...
A Dynasty Trust is often referred to as a family bank since it serves as a primary resource for the funding of the needs of a family's beneficiaries in successive generations. Given the unsteady economic times and tax uncertainty, there is no better time than now for wealthy families to establish a Dynasty Trust to achieve optimum res...
Many powerful trends are taking place in 2016 with trust and estate planning for both domestic and international families in the favorable boutique trust jurisdictions such as South Dakota. From modern trust structures such as the directed trust, private family trust companies, special purpose entities and domestic asset protection trusts, to plann...
Estate-planning advisors should be aware that there are many creative planning opportunities for the use of Private Placement Life Insurance (PPLI) with trusts. PPLI is essentially a flexible premium variable universal life insurance transactions that occurs within a private placement offering. Previously, PPLI hadn’t been as appealing due to...
What is a family office? This question is a difficult one to answer given the vast differences that exist from one family office to the next. The most generalized definition is that a family office assumes the day-to-day administration and management of a family’s financial affairs. Today, there are an estimated 3,500 family offices in the U....
The surprise result of the British referendum to leave the European Union this June sent shockwaves through the markets and some investors expected additional fallout down the road. It seems the opposite has been happening. Recent data from the U.K. Office for National Statistics showed the British economy grew by 0.7 percent in the second quarter ...
When evaluating possible estate planning counsel, there are many variables to consider such as educational background and professional experience, skills, and review process. To help you determine if the prospective attorney is truly qualified to help you, there are ten key questions to ask and guidelines to follow.
Business impersonation scams are a large and growing risk for high-net-worth individuals, closely held business owners, and institutions. Scams have claimed victims in all 50 states and more than 100 countries and there is every reason to believe the threat is growing. Learn seven steps that can help you protect yourself and your business from impe...
Ransomware has become one of the top threats to data stored on company networks and personal computers and will continue to be a top security concern in the coming years. For those unfamiliar with ransomware, it’s a type of malicious software (also known as malware) that, when downloaded to a computer, encrypts files so they can no longer be ...
Gross domestic product per capita, a proxy for living standards, has slowed dramatically over the last 15 years. For equity investors, slower economic growth translates into reduced opportunity for revenue growth and increased risk for transitory shocks and market volatility. The biggest risk to the economy is that political leaders will respond to...
Increasing data availability and shifting investor focus toward ESG integration has led to rapid innovations in the financial industry as demand grows for impact investing. Research suggests that ESG Tilt strategies can earn competitive returns, with particularly favorable results in emerging and European markets. Meanwhile, ESG Momentum strategies...
In recent years, investment professionals have identified a more nuanced category of diversification—specifically, gender diversification within workplace leadership. Data shows that leadership diversity tends to provide the same benefits as asset-class diversification: higher returns and lessened risk. Given this research, investors, particu...