Insights & Ideas to Guide Your Path

 

Transferring Family Wealth

Delaware Directed Trusts

Delaware directed trusts are often used by families with multigenerational estates and complex assets, such as family businesses or multistate real estate holdings.

4 min read

Strategic Philanthrophy

Donor Advised Funds & Private Foundations: A Comparison of Key Features

For families looking to engage in philanthropy and create a family legacy, the two most common charitable giving vehicles are donor advised funds (DAFs) and private foundations.

3 min read

Markets & Economy

Internet of Things: What is it and What is the Potential?

This emerging technology is in the early stages of development, and the number of potential applications could be tremendous.

4 min read

Markets & Economy

Water Resources & Infrastructure

Water scarcity is a critical issue, and government leaders are faced with the challenge of providing an adequate water supply.

3 min read

Markets & Economy

Align Your Investments with Rising Trends

We developed a process to capture opportunities with new products or technologies with the potential to disrupt existing markets.

3 min read

Markets & Economy

Social Media: Key Driver of Future Revenue Growth

Social media has the potential to act as a disruptive force across many industries, driving innovation, boost cost savings, and target consumers.

2 min read

Markets & Economy

Strategies for Managing Concentrated Equity Positions

When faced with this dilemma, options vary depending on your objectives.

2 min read

Markets & Economy

From Smartphones to Laptops – The Expanding Role of the Lithium Battery

Lithium batteries are already the choice energy source for many products, and consumption is expected to grow considerably over the coming decade.

2 min read

Markets & Economy

Finding Investment Opportunities in Financial Technology

Advances in FinTech are poised to lead future generations of growth across capital markets, the financial services value chain, and developing economies.

2 min read

Markets & Economy

Convergence of Artificial Intelligence and Robotics

There is the opportunity for virtually all industries to incorporate new AI/robotic technologies into their processes.

3 min read

Markets & Economy

Responsible Investing: Aligning Values, Investments & Aspirations

Many families are embracing the idea of expressing their personal values through a strategy known as responsible investing.

3 min read

Markets & Economy

Responsible Investing through Active Engagement

Responsible investing is a growing discipline, and active engagement between shareholders and company management through proxy voting and resolutions has become a significant part of this evolution.

3 min read

Strategic Philanthrophy

Charitable Giving in Emergencies & Natural Disasters

The best way to determine if your donation is used timely, effectively and by a legitimate charity is to do your homework. Learn more about resources and best practices to help you know your gifts are being used as you intended.

6 min read

Strategic Philanthrophy

Charitable Giving Guide

There are many factors to consider when determining how to structure your charitable giving.

1 min read

Transferring Family Wealth

Heckerling in Review

The Heckerling Institute on Estate Planning annual conference was particularly important because, starting this spring, taxpayers will file their first income tax returns affected by the Tax Cuts and Jobs Act of 2017.

5 min read

Transferring Family Wealth

Choosing a Fiduciary

When crafting your will or setting up a trust, a major decision you need to make is choosing a fiduciary. How can you make sure you identify the ideal executor of your will or trustee of a trust?

6 min read

Strategic Philanthrophy

Private Family Foundations Annual Governance Checklist

The fun and rewarding activities of a family foundation center around determining the causes and organizations the foundation will support. This is why the foundation exists—to make an impact and difference for chosen causes and organizations.

1 min read

Markets & Economy

Unlocking the Mysteries of Dark Pools

Dark Pools. Just the name sounds mysterious. These private exchanges offer institutional and high-net-worth investors a way to execute on large volume trades without publicly revealing their intentions during the search for a buyer or seller.

2 min read

Transferring Family Wealth

Valuing Your Artwork

At its core, the art market is subjective and unpredictable, underscoring the importance of establishing the value of your artwork at many points in the life cycle of artwork ownership.

6 min read

Living Well

Is Private Aviation Ownership Right for You?

Flying privately has become increasingly popular for a variety of reasons, including convenience, security, and lifestyle, but there are several considerations in determining what usage and ownership structure is right for you.

4 min read

Transferring Family Wealth

Discovering Family Values: A Key to Successful Wealth Transfer

Families who successfully transfer wealth through the generations are able to identify common family values and align them with long-term goals.

6 min read

Strategic Philanthrophy

Managing Your Foundation as a Business

A family foundation is much like a family business, requiring a governance structure to harness the best of the family dynamic and help promote adherence to complex regulatory requirements.

6 min read

Strategic Philanthrophy

Support Your Favorite Charities & Make Gifts to Younger Generations

A Charitable Lead Annuity Trust (CLAT) enables you to provide long-term income streams to qualified charities while passing assets to your heirs, potentially with no estate or gift tax consequences.

4 min read

Strategic Philanthrophy

Donor-Advised Funds

If you’re looking for a philanthropic vehicle that is flexible, offers immediate tax benefits and is simple to maintain, a donor-advised fund might be right for you.

1 min read

Strategic Philanthrophy

Fostering Your Family's Legacy: What to Know about Private Foundations

If you want to play an active role in shaping the charitable impact of your wealth, a private foundation provides maximum control over investments and grant-making.

2 min read

Strategic Philanthrophy

How to Maintain a Steady Income Stream While Supporting Charitable Initiatives

If you’re looking for a lifetime income stream that can simultaneously help you fulfill legacy goals of supporting charitable organizations, a charitable remainder trust might be right for you.

4 min read

Transferring Family Wealth

Strategies to Help Your Heirs Enjoy More of Their Inheritance: Basis Planning

Basis planning may help lower capital gains taxes on assets you leave to your heirs—ultimately making it possible for them to enjoy more of their inheritance.

6 min read

Markets & Economy

Crime in the World of Virtual Currency

Bitcoin (BTC) and other digital coins have been used across the globe for such illegal purposes as money laundering and terrorist funding, and as financial motivation for hacking attempts at the major exchanges, online wallets, and on personal electronic devices.

2 min read

Transferring Family Wealth

Artwork & Your Legacy: Stewarding Your Collection

Art collections are curated with passion and care. They often represent an important part of a family’s legacy, making their stewardship fraught with emotional and financial considerations. This article explores options for passing on a collection.

7 min read

Risk Management

Bitcoin & the Race to Regulate

Cryptocurrency is experiencing a surge in interest from mainstream investors and corporations. But the rising popularity of digital coins has not gone unnoticed by global regulators.

2 min read