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Best in class family office operations

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
Image of people standing in a server room
3 min read
Don't neglect tech: Cybersecurity is key to due diligence
An independent assessment of your target's network, data, and cybersecurity measures mitigates risk — and headaches. Don’t overlook these seven areas.
Raj Patel
Article April 12, 2017 3 min read

Deep dive: Best in class family office operations

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