Best in class family office operations

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.

An independent assessment of your target's network, data, and cybersecurity measures mitigates risk — and headaches. Don’t overlook these seven areas.

Michigan recently became the 17th state to pass Domestic Asset Protection Trust (“DAPT”) legislation to aid in safeguarding trust assets.