Wealth

Why is it that some of the world’s wealthiest families have known success over three, four, five generations or more, while others—in fact most ultra-wealthy families—have seen their wealth dissipated more quickly; have seen their business or philanthropic enterprise end after only a generation or two; have

Whether through hard work, intelligence, fate, fortune, or a combination of some or all of these, you have amassed substantial wealth and what you hope will be a lasting financial legacy for your children and succeeding generations. To accomplish the goal of an orderly succession of your wealth, you opt

Foreign individuals with U.S. family members have a unique opportunity to grow and transfer wealth to those family members in trust. This is because the U.S. tax system generally does not reach foreign entities owned by foreign individuals, except for such entities’ U.S.-source income and income

The past two years have been rife with uncertainty and disruption. The spread of the pandemic and the accompanying federal response altered everything from market outcomes, supply chain fluidity, to nearly every aspect of our daily lives. We emerge from these challenges with a renewed awareness of our own fragility

As parents, we struggle with how to educate and empower our children to become self-motivated and resilient. If we add family wealth and business into the equation, the matter often becomes even more complex. Transferring both values and wealth is a complicated matter. Over the past 20 years, one of