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Best in class family office operations

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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
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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
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4 min read
Protecting trust assets from creditors
Michigan recently became the 17th state to pass Domestic Asset Protection Trust (“DAPT”) legislation to aid in safeguarding trust assets.
Drew Hayes Wealth Management
Article January 17, 2017 4 min read