Family Matters: New Considerations for Structuring Family Offices

Families that have created or inherited considerable wealth contend with a wide range of responsibilities. They must support the needs of the current generation; oversee homes, aircraft, curated art and other substantial fixed assets; preserve and transfer wealth for the benefit of future generations; and, in many cases, fund broader community and philanthropic aims.

The Long Game: Roth Conversions & Legacy Planning

Legacy planning is all about transferring wealth to descendants as efficiently as possible. So it may be surprising to hear that a Roth IRA—a vehicle ostensibly intended for retirement income—can be a powerful mechanism for next-generation wealth transfer. Indeed, a Roth conversion has the potential to generate greater wealth than a traditional IRA during an individual’s or couple’s lifetime, and it can play a meaningful role in providing tax advantages to heirs throughout their lifetime as well.

On A Shoestring

In this article, we offer a robust analytical framework that can help endowments and foundations think about spend-rate planning, in terms of key risks they face such as short-term drawdown risk and long-term erosion of capital.

On A Shoestring

In this article, we offer a robust analytical framework that can help endowments and foundations think about spend-rate planning, in terms of key risks they face such as short-term drawdown risk and long-term erosion of capital.

Strategic Advisory – a thinking partnership

Making sense of complexity

For many of our clients, the greatest challenges they face do not fit neatly into boxes. The inter-play of personal taxes – sometimes in more than one country – their business interests and investments, philanthropic intentions, and the education and succession of the next generation creates complexity and contradictions that can seem at times impossible to untangle.

Strategic Advisory – a thinking partnership

Making sense of complexity

For many of our clients, the greatest challenges they face do not fit neatly into boxes. The inter-play of personal taxes – sometimes in more than one country – their business interests and investments, philanthropic intentions, and the education and succession of the next generation creates complexity and contradictions that can seem at times impossible to untangle.

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