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Business owners are a special breed of worker, with more than half never planning to retire. From navigating an ever-changing business land to pursuing interests beyond their company as part of their business succession planning, business owners are busier than ever. With an inside view on how business owners and entrepreneurs build and deploy thei...

This Passages is part two of a two-part series on divorce and division in family philanthropy, featuring tips for what board and staff can do to plan ahead for potential change. The second part includes stories and advice from those who have been through, or advised, families as they divided their philanthropy. Learn more by reading part one, Br...

Real estate as an asset class requires constant attention to ever-changing variables. Implementing a defined, analytical, yet flexible asset management process within your family office’s direct investment function is critical to ensure your portfolio is positioned to meet intended goals.

Non-fungible tokens (NFTs) are the latest advancement in the ongoing evolution of the blockchain market. Putting this phenomenon into context, a series of papers will examine NFTs from various perspectives, including the legal issues arising from this new technology. This paper is part one in the series: introducing NFTs from the technological and ...

Creating an enduring financial legacy becomes more challenging with each branch that is added to the family tree through marriage. With divorce rates at a high level, it is important for families to understand the wealth management considerations related to marriage and take a proactive approach to planning for changes to their family dynamics.&nbs...

College graduation marks the start of a career with new responsibilities and decisions. It's an exciting time but can be filled with uncertainty. Having a game plan can help the transition from college to the "real world.” This piece provides a handy checklist—including tips on budgeting, establishing credit, and online securit...

The IRS is increasing its audit of large partnerships and is increasingly scrutinizing the validity and deductibility of management fee arrangements. In the case, Aspro, Inc. v. Commissioner, it offers a warning to taxpayers, including private equity and venture capital funds seeking to establish similar arrangements with their portfolio companies....

When you start the process of rethinking your family office workspace, an important step is to ask intentional questions. Beginning with the “why,” this checklist provides prompts that are intended to challenge you to think critically and inform the ways physical space can best serve the needs of your family office as you think abo...

With the next generation leading the way in philanthropic initiatives for private foundations, there's been a focus on program-related investments and social impact investing. There is also more direct activity where families are creating joint ventures with the grantees to ensure that the issues they care about are front and center. ...

Eton Solutions discusses the current trends and challenges happening in the family office and presents an operating model solution in this video.

This guidebook takes a critical look at significant challenges and opportunities in family office operations and offers comprehensive guidance with a future-focused lens. Gain expert insight, strategies, and best practices on the top-of-mind issues that include strengthening your cybersecurity, leveraging your technology, the role of the chief inve...

Rethinking the physical family office space is complex, especially in the new world of hybrid workstyles, and family offices may be wondering why the design of office space matters at all.The answer to this question lies in the approach. Transitions and disruptions are inevitable, but if approached in the right way and with the right resources, red...

The challenging market environment and the fear of several interest rate increases by the U.S. Federal Reserve in 2022 has led to a sell-off in global equities. Concurrently, the U.S. is facing inflation rates not seen in more than 40 years, adding to investor concerns. The Dollar's resilience continues to negatively impact Non-Dollar inve...

Many of the challenges the fixed income market has experienced are part of the natural long-term economic cycle. While volatility is likely to remain in 2022, diversified fixed income portfolios can benefit from the rise in interest rates and wider credit spreads.

Decades of globalization have led to the developed world relying more on foreign nations, sometimes with competing interests. The pandemic and recent geopolitical events have shifted attention to the challenges inherent to an increasingly connected world. As nations—and companies—reconsider their cross-border relationships, how does thi...