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Estate Planning › Family Offices

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
ArentFox Schiff

AI in Family Offices: A Closer Look at Privacy, Confidentiality, and Fiduciary Responsibility

ArentFox Schiff on

The integration of artificial intelligence (AI) has revolutionized various industries, offering efficiency, accuracy, and convenience. In the realm of estate planning and family offices, the integration of AI technologies has...more

Conyers

Why Choose Bermuda for Private Clients

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Bermuda is a British Overseas Territory with a parliamentary legislature and has been largely self-governing since 1620. It has economic, legal and political stability which attracts international businesses and...more

ArentFox Schiff

What Private Companies Need To Consider in 2024: Top 10 Legal Issues

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Private companies and their owners face ever-evolving challenges as the market sees new regulations, new deal trends, and new risks in 2024. Below are 10 issues that the owners and leaders of privately held companies should...more

Conyers

Private Client & Trust Bulletin: Fall 2023

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Welcome to the festive edition of the Conyers Private Client & Trust Bulletin, where we update on recent matters of interest from our jurisdictions of Bermuda, BVI and the Cayman Islands. This edition combines the...more

McDermott Will & Emery

West Coast Forum 2023 | Key Takeaways

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McDermott’s Private Client Practice led interactive discussions on a broad range of topics pertinent to ultra-high-net-worth families, their family office representatives and other advisors at our Private Client West Coast...more

ArentFox Schiff

The Reality of Artificial Intelligence in the Family Office Realm

ArentFox Schiff on

Across industries, professionals are talking about the opportunity and utility of artificial intelligence (AI). In the estate planning and family office realms, two fields that require a distinctly human touch, advisors...more

ArentFox Schiff

Artificial Intelligence in the Family Office: Risks and Rewards

ArentFox Schiff on

Generative artificial intelligence (AI) is computer software that can create new content or data by tracking patterns from existing data. AI is dominating public discourse: across all media, all industries, and all segments...more

McDermott Will & Emery

[Event] Private Client Roundtable - March 15th, Boston, MA

McDermott Will & Emery on

Thaw out with McDermott’s Tax and Private Client teams during our first (of many) Boston Private Client Roundtables where attendees can reconnect with peers in the tax, private client and wealth advisory space in the city. We...more

McDermott Will & Emery

[Event] 2022 West Coast Forum - November 10th, Palo Alto, CA

McDermott Will & Emery on

Join us this November for McDermott Will & Emery’s Private Client West Coast Forum. At these complimentary programs, experienced McDermott partners will lead discussions on a broad range of topics pertinent to...more

McDermott Will & Emery

[Event] 2022 West Coast Forum - November 9th, San Francisco, CA

McDermott Will & Emery on

Join us this November for McDermott Will & Emery’s Private Client West Coast Forum. At these complimentary programs, experienced McDermott partners will lead discussions on a broad range of topics pertinent to...more

McDermott Will & Emery

[Event] 2022 West Coast Forum - November 8th, Beverly Hills, CA

McDermott Will & Emery on

Join us this November for McDermott Will & Emery’s Private Client West Coast Forum. At these complimentary programs, experienced McDermott partners will lead discussions on a broad range of topics pertinent to...more

Gerald Nowotny - Law Office of Gerald R....

All in the Family – Introducing Family Owned Life Insurance™ (aka FOLI™)

Gerald Nowotny - Law Office of Gerald R.... on

The All in the Family podcast introduces Family Owned Life Insurance™ or (FOLI™). FOLI™ is a specialty use of group private placement life insurance for Family Offices. FOLI™ is a powerful product that will allow Family...more

Gerald Nowotny - Law Office of Gerald R....

Family Affair - Introducing Family Office Life Annuity (FOLA)

Gerald Nowotny - Law Office of Gerald R.... on

FOLA - Family Office Life Annuity, this solution utilized a private placement group variable deferred group contract, which provides for tax deferral. It is a powerful wealth accumulation technique. FOLA policy has customized...more

Gerald Nowotny - Law Office of Gerald R....

All in the Family – Introducing Family-Owned Life Insurance™ (aka FOLI)

Gerald Nowotny - Law Office of Gerald R.... on

Perhaps you are tired of reading that I grew up in the Panama Canal Zone, but it is one of the last bastions of American colonialism. Personally, I do not like the word “colonialism” because it inevitably conjures up negative...more

Proskauer Rose LLP

Wealth Management Update - March 2022

Proskauer Rose LLP on

March 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts....more

McDermott Will & Emery

[Webinar] Cutting Through The Chaos: Off the Beaten Path: 6 Not-So-Obvious Planning Ideas - September 2nd, 1:00 pm - 2:00 pm EDT

McDermott Will & Emery on

Join McDermott presenters Timothy Halleron, Richard Lang and Carlyn McCaffrey as they describe six not-so-obvious planning ideas. In certain situations these creative planning techniques may be more effective than the usual...more

Bradley Arant Boult Cummings LLP

Family Office Series, Part III: How Are Family Offices Structured?

Bradley Arant Boult Cummings LLP on

As we noted in a previous family office series blog post, “if you’ve seen one family office, you’ve seen one family office.” There is no standard legal structure for family offices. The types and number of legal entities used...more

Stinson - Corporate & Securities Law Blog

SEC Grants Exceptions to Family Office Rules

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The SEC has previously adopted a rule to define “family offices” that are excluded from the Investment Advisers Act of 1940. “Family offices” are entities established by wealthy families to manage their wealth and provide...more

Adler Pollock & Sheehan P.C.

Insight on Estate Planning - February/March 2013: Strong governance enhances a family business’s value

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Too often, family members view their business as a source of wealth without making sure that the company is managed by those best suited for the job. Good governance — carefully documented in writing — can help ensure a...more

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