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Best in class family office operations

Group of people having a strategy session in an office setting.
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.
Mark Blumenthal
Article April 27, 2018 5 min read
Capitol Building Seen Through Columns of the Unites States Supreme Court Building
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.

Ben Smith Plante Moran REIA
Article March 09, 2018 5 min read
Image of a woman looking at a map
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.
Alicia Cole Wealth Management
Article April 17, 2017 2 min read

Deep dive: Best in class family office operations

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