by Family Financial Matters | Jun 16, 2020 | Estate Tax, Family business
Family Enterprise USA’s 2020 survey sheds light on factors that family business owners see as obstacles to growth. Legislators must know what is important to family business owners — what helps or hurts them when it comes to operating their businesses and creating...
by Family Financial Matters | Aug 1, 2018 | Family Office, News
Certificate in Financial Management for the Family Office Managing and Building Wealth Through Effective Financial Management, Oversight, and Informed Investment Decisions This three day program introduces family office personnel and advisors to best financial...
by Family Financial Matters | Jan 4, 2018 | News
Wishing you all the very happiest of New Years, with the hope that the surprises that lie ahead in 2018 are only of the most positive kind. This is perhaps an appropriate, albeit bittersweet, segue way to where our Tax Bill effort ended up in 2017. Bittersweet because...
by Family Financial Matters | Aug 4, 2017 | Family Office, High Net Worth Families
By nature, each single family office (SFO) is unique, serving a range of functions from investment strategy and implementation to family management and more. Devising the precise approach and design for each SFO is crucial to ensure its success today and for future...
