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The Aging Family Office: SFOs Biggest Problem

According to Statista, there are an estimated 323 billionaires worldwide who inherited their wealth, indicating that there are many multi-generational […]

The Family Office Boom

There has been a tremendous increase in the demand for family business offices, with the number of offices reportedly tripling […]

What Is Forensic Accounting?

You likely have a skilled CPA or personal accountant helping you manage your business finances, but there are some competencies […]

How to Spot Investment Fraud

Accidentally being involved in a fraudulent investment is great way to lose money. But if you’re looking into investments, it’s […]

What Should I Do with Windfall Money?

It goes without saying that receiving windfall money is always a welcome occurrence – but now that you have it, […]

Tax Planning for High Net Worth Households

Tax planning for high net worth households can feel like a seemingly endless shuffle of paper and meetings with accountants […]

Preserving Wealth For Generations

When commodities scion Robert Louis-Dreyfus died in 2009, the executives of the French football establishment and Olympique de Marseille team […]

What the New Tax Reform Means for Family Business Offices

The value of a family office is derived by simplifying and streamlining wealth management by placing legal, accounting, tax, and […]

Should I Hire an Accountant?

The term “accountant” conjures up the image of a bespectacled individual crouched behind a computer with a spreadsheet open and, […]