FOR FAMILY OFFICES AND SUCCESSFUL INDIVIDUALS

Research, Whitepapers, Polls, Surveys, and Studies

 

Latest Polling Data. In-depth Reports, Analysis, and Data Insights. Estate Tax, Income Taxes, Legislative Impact, and more.

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Infographics on Family Office, Taxes, and More

2023

  • 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

2022

  • 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

2021

2014 and Earlier

Latest Insights on Taxes and Policies Effecting Family Offices and Successful Individuals

EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity  To Avoid Disruption in New Webcast

EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Webcast

EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Family Enterprise USA Webcast   EY’s Sean Aylward, Dominic Venditti Detail Distribution Policies, Wealth Preservation with Host Pat Soldano at Family Enterprise USA...

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New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues

New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues

New Video of Congressional Family Business Caucus Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues   New Video Captures Congress Members, Family Center, and Business Leaders Discussing Critical Issues Affecting Family Businesses in...

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