Topics and Whitepapers:




  • The Importance of Pre-Sale Planning for Your Family Business, by Pathstone, November, 2023
  • What a 2023 Survey Found Re: Family Office Compensation and Talent, by Mack International, November, 2023
  • Appraising A Company That Is Subject To A Potential Sale/Merger Event: Chief Counsel Advice Memorandum 202152018, by MPI, October, 2023
  • Cybersecurity is No Longer Optional, It’s a Necessity, by USI Insurance Services, September, 2023
  • Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs, by Brown & Streza LLP. August, 2023
  • Contingency Planning For Business Owners, by Homrich Berg. July, 2023
  • AI’s Transformative Potential: Rational Interest vs Irrational Exuberance, by Pathstone, June, 2023
  • Selecting Modern Trust Structures Based on a Family’s Assets, by South Dakota Trust Company, June, 2023
  • Protecting What You’Ve Spent a Lifetime Building, by Chubb, June, 2023
  • Setting Up Your Family Philanthropy for Long-Term Success, by Fiduciary Trust International, June, 2023
  • IRS Releases Inflation Reduction Act Strategic Operating Plan: Is an Audit Storm Brewing for High Net-Worth Individuals?, by MPI, June, 2023
  • Profile of the Family Office Leader of the Future, by Mack International, April, 2023
  • SECURE 2.0 Act Changes Affecting Family Business Owners, by Homrich Berg. April, 2023
  • Inheritance VS. Private Capital, by The Madison Group, February, 2023
  • Impact of Supply Chain Disruptions in 2023, by USI Insurance Services, January, 2023


  • It’s All Relative; Family Matters in Business Succession, by Homrich Berg, December, 2022
  • Is a For-Profit Family Office Right for You?, by Pathstone, November, 2022
  • Reducing the Tax Impact on the Sale of Your Business, BNY Mellon Wealth Management, October, 2022
  • Successful Succession Planning, by Whittier Trust, October, 2022
  • Considerations on Establishing Family Governance, by Pathstone, September, 2022
  • Envisioning Life After Your Family Business Succession, by Aspiriant, September, 2022
  • Above the Line Planning, by The Madison Group, August, 2022
  • How to Get the Most from Your Board, BNY Mellon Wealth Management, June, 2022
  • A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent, by Mack International, June, 2022
  • Private Placement Insurance Products, by The Madison Group, May, 2022
  • 2022 Family Office Trends, by Pathstone, April, 2022
  • Navigating “Company Value” in Times of Choppy Market Activity, MPI, April, 2022
  • Considerations in Making a Gift of a Business Interest to a Public Charity, BNY Mellon Wealth Management, April, 2022
  • An Opportunity to Save on Income Taxes, BNY Mellon Wealth Management, April, 2022
  • From Generation to Generation, by Pathstone, February, 2022






2014 and Earlier

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