Best in class family office operations
5 min read
Managing risk in the rapidly changing Single Family Office: A roundtable discussion
It's a pivotal time for Single Family Offices, with more and more reviewing their structure and operations to minimize risks. In this roundtable discussion, experts share how Single Family Offices are evolving and addressing new risks and risk mitigation strategies.
5 min read
Tax reform still allows 1031 exchanges to defer gains on real estate sales
Changes to the U.S. tax code spared a popular — and effective — strategy for tax deferral, a 1031 like-kind exchange. Real estate investors will need a strategy to take full advantage of the program.
2 min read
The future of the estate tax: What can you do to plan now?
Many high-net-worth individuals and families, as well as estate planning practitioners, may remember — all too well — the uncertainty surrounding the federal estate tax that stemmed from the sunset of the Bush tax cuts in 2010.
Deep dive: Best in class family office operations
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