As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.

Financial wealth is just one things that makes family offices a prime target for fraudsters. A family’s public status and social media use can also make them more susceptible to physical, reputational and privacy-related threats.

Those families who look to preserve, protect and pass generational wealth recognize a strategic opportunity as interest rates and asset values continue a downward trend. We review wealth transfer strategies families are deploying to capture the unique benefits of these unprecedented market conditions.

Noted author and family office expert, Edward V. Marshall, outlines why the COVID-19 pandemic puts family offices at increased cyber and financial risk. He provides seven practical steps that principals and executives can take to mitigate risk and position their family office for success after this crisis has passed.

Navigating periods of extreme market volatility and sharp declines in equity markets is among the most challenging responsibilities for a Family Office CIO. Here are a few principles to consider on how to frame, approach and implement investment decisions with family office principals during times of severe market stress.

The Treasury has outlined expanded deferral opportunities for O Zone funds and laid out penalties for violating those rules. We review these new rules and rewards that come two years after the Trump administration’s 2017 overhaul of our tax system, creating opportunity zones.

Caring for someone with special needs can be physically, emotionally, and financially challenging. A Special Needs Trust administered by a trustee with experience, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.

How you'll handle a business transfer is a critical component of your succession and legacy planning. Without a clear and detailed strategy, you jeopardize your company's future and leave your successor vulnerable to substantial tax hits.

Now is the perfect time to start gathering the legal documents you and your student will need this fall. This is particularly important if your child is age 18 or older which is the “age of majority” in most states.

Congress has proposed new regulations which would provide generous tax breaks to investors in Qualified Opportunity Funds and investors that directly operate businesses in Qualified Opportunity Zones.