Insights

Successful family offices thrive because they continually seek knowledge and leverage the insight it produces.

Impact and ESG investing has become a primary focus of many families, institutional investors and our regulators.

Single Family Offices (SFOs) are unique organizations and the saying that “no two family offices are alike” rings true for those who work in this industry.

Philanthropy is not just a “good” thing to engage in, it also provides a platform for establishing common ground and a means for perpetuating values.

Many parents are reluctant to share information for fear it will have a negative effect on their children, such as undermining their motivation to become self-sufficient or causing them to feel entitled.

Can we prolong life well into our 100s, and if so, how far? Can we do so in a state of vigorous health? Can we eliminate or control all disease?

The Biden administration released its 2022 fiscal budget on May 28, calling for over $6 trillion of federal spending for the upcoming fiscal year, a 25% increase over the 2021 budgeted amount of $4.8 trillion.

The IRS has issued Revenue Procedure 2021-30 which updates its Employee Plans Compliance Resolution System (EPCRS).

One of the most important tax factors that founders and start-up investors should consider upon exit from their investment is whether their capital gain may be eligible to be excluded (partially or in full) from capital gain treatment under the “qualified small business stock” (QSBS) tax exemption.

Undoubtedly, the pandemic has impacted how and where we work. Our response to it has left a transformational work-related legacy: Telecommuting. In varying degrees, remote working is rapidly becoming the new normal for many businesses.

While most individuals in the philanthropic world are acquainted with private “non-operating” foundations and public charities, a subset or sub-classification of private foundations often goes unnoticed.