A recent ruling by the US Tax Court could have large implications for single-family offices
Divorce attorneys and financial advisors need to work together following the Tax Cuts and Jobs Act of 2017
And the winners are...
Despite the uncertainty surrounding the federal estate tax, waiting to see what happens is not an option
A preview of the November issue
When a family member or members suddenly inherit wealth and are unprepared for the responsibility, they make poor decisions
It helps also to know your facts, plan ahead, know the pitfalls and to push back at the right times too
With public equities valued at all-time highs, managers can find attractive opportunities in late-stage, VC-backed tech firms.
A preview of the August 2017 PAM issue...
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