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The article argues that special needs planning on behalf of a disabled child means assembling a team of professionals with complementary competences: estate planning attorney, a financial advisor, and an accountant, as well as the parents, siblings, social workers/case manager and, if feasible, the child in question. Personal, financial, and legal ...

This article addresses the complex U.S. tax rules governing cross-border grant-making by private foundations.

A checklist of things to avoid when taking out life insurance.

A useful checklist for both advisors and wealth owners in preparing themselves for hurricanes

In a relatively short period of time, the exchange traded funds market has expanded into a market of exchange traded products and evolved as an important tool used by many different types of investors. Believing investors need to understand the basics, Forefront Advisory offers an unbiased primer for those looking for general information about exch...

This issue paper focuses on the principles, practices, and policies of family governance. It aims to help philanthropic families understand the theory and practice of effective family governance.

A checklist which serves as a useful diagnostic tool for clients to use in evaluating their current aviation insurance program. Also maps the relative pros and cons of owned, chartered or fractional share ownership.

The purpose of this document is to help you to understand the business aviation solutions available in today's marketplace and identify which business aviation solution may be of greatest interest to you.

The authors write that clarity and continuity of purpose, careful stewardship of material and intellectual capital, and depth of leadership will be the warp of each family's fabric of well-being, the ties that both bind and lead your family into the future.

According to research conducted by JPMorgan Private Bank's Advice Lab, almost one in three family-owned businesses has experienced some form of liquidity event over the last 12 years. An outright sale or a merger or initial public offering has major implications for businesses that may have been family-run for generations. The analysis highlight...

A panel of senior advisors and gift planners discusses the best methods for starting a discussion of donors' and clients' philanthropic goals.

Why, when and how legal and financial advisors counsel their clients around their charitable giving options has important implications for the donor, for the gift planner, for charitable organizations and for society. The author makes a series of recommendations on how the advisor-client relationship can best be structured in the interests of both.

One private aviation solution that many family offices are discovering is fractional jet ownership. This solution offers owners the ability to enjoy many aircraft ownership benefits at a significantly lower cost of entry than full aircraft ownership. This is made possible by dividing the aircraft into smaller shares (fractions, beginning at one-six...

Evolving legislation and stricter governance standards on corporations has resulted in increased personal liability risk for directors and officers who respectfully serve on boards. In the wake of the Enron and Worldcom debacles, liability exposures of corporate directors and officers have increased dramatically. Regardless of the company's size...

Proper asset allocation and estate planning is often the best gift to children who have neither an interest in, nor propensity for, running the family business. Sale of the family business is usually a once-in-a-lifetime chance to achieve meaningful liquidity, and well-qualified advisors can add much more in transaction value and stress relief tha...