All in the Family – Introducing Family Owned Life Insurance™ (aka FOLI™)
Family Affair - Introducing Family Office Life Annuity (FOLA)
NGE On Demand: Insurance and Indemnity Issues for Family Offices with Angela Elbert
Family Offices and PE: Can't We All Get Along
Podcast: Key ESG Considerations for Family Offices and Foundations
Corporate executives and boards increasingly recognize that executive security involves more than just physical protection. This awareness has driven record demand for IRS 132 audits, also known as an Independent Security...more
Global growth in insurance premiums has created a need for more capital in the sector — a need being answered by financial sponsors, sovereign wealth funds, family offices and investment managers....more
Family offices are increasingly turning to private secondary market transactions to gain exposure to sought-after companies in technology, artificial intelligence, fintech, and other alternative investment sectors. These...more
The Federal Trade Commission (“FTC”) recently announced revised thresholds (“2026 Thresholds”) applicable to interlocking directorates under Section 8 of the Clayton Act, 15 U.S.C. § 19. The thresholds are adjusted annually...more
To help businesses, investors, and deal professionals better understand the evolving independent sponsor landscape, Robert Connolly – a partner in LP’s Corporate Practice Group and leader of LP’s Independent Sponsor team –...more
For a quarter of a century, the Venezuelan people have faced profound economic, social and institutional disruptions. For many high-net-worth families, these circumstances have meant not only the fragmentation of assets and...more
This is a new ongoing series about the business of music with a SPIN twist. There’s a new headliner in the music business, and it’s not on stage. It’s in the wings, in a tailored suit, with a checkbook bigger than the tour...more
Canada–UAE investment ties are entering a period of accelerated expansion, underscored by the recent Canada–UAE Investment Summit in Abu Dhabi in November 2025, where Prime Minister Carney from Canada, along with senior...more
What began as a high-asset marital dissolution between John and Laura Overdeck has transformed into a wide-ranging challenge to modern trust planning and the professionals who support it....more
Welcome to the latest edition of the Conyers Private Client & Trust MENA Bulletin. In this Bulletin, we offer practical guidance on private wealth structuring tools for HNWIs and their families in the Middle East....more
Gold has always symbolized wealth, security and permanence — qualities making it an attractive asset for high-net-worth families seeking to preserve and transfer wealth across generations. But when it comes to gifting or...more
When you’ve worked hard for what you have, the last thing you want is to see it lost in a contest over your estate. Perhaps more important than the financial cost of an estate contest is the emotional cost. Few events can...more
The Perpetuities (Amendment) Act, 2024 (the Act) has now been in effect for just over a year marking a significant evolution in the Cayman Islands trust law framework. This legislative reform allows for the disapplication of...more
The question of who should act as trustee of a trust is fundamental to any wealth planning structure. For wealthy families and entrepreneurs in the Middle East, the choice is often between appointing a professional trustee or...more
Cayman Foundation Companies are innovative structures that combine the features of a company with those of a trust. Since their introduction in 2017, they have become increasingly popular and are now firmly established as a...more
In today’s complex wealth landscape, Private Trust Companies (PTCs) remain a popular tool for high-net-worth individuals and families seeking bespoke and sophisticated solutions for long-term asset protection, governance, and...more
Expanded access for family offices: Guernsey now allows fiduciary firms to act as a Designated Administrator of a Family PIF under a new limited POI licence, broadening access for family offices seeking regulated structures. ...more
On 19 September 2025, the UAE Federal Tax Authority (FTA) issued a public clarification (Clarification) regarding the treatment of family wealth management structures under the UAE Corporate Income Tax (CIT) Law....more
The questions of when, how, and to what extent to engage younger generations in a family’s succession process cross nearly all sectors of private client advisory work, both within the US and internationally. Traditionally,...more
In 2025, family offices are navigating a dynamic investment landscape characterized by several key trends. One significant trend is the diversification of investment portfolios, with family offices increasingly engaging in...more
President Donald Trump on July 4, 2025, signed into law H.R.1, commonly referred to as the One Big Beautiful Bill Act (OBBB). (For a detailed analysis of the bill, see Holland & Knight's previous alert, "Trump Signs the One...more
Family offices are increasingly turning to private credit as a significant component of their portfolios, underscoring a notable shift in how the world's wealthiest families are thinking about risk, return and...more
The legal landscape for family investment vehicles in Washington shifted dramatically after the Antio LLC v. Department of Revenue decision of the Washington Supreme Court. In Antio the taxpayers were a group of investment...more
In recent years, family offices have evolved from indirect, secondary and/or background investors into highly active and influential players in the private equity space. In 2025, this shift is no longer a trend, it is a...more
For family offices and high-net-worth individuals with longstanding real estate holdings in Michigan, recent developments under the Michigan Marketable Record Title Act (MRTA) merit close attention. Originally designed to...more