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

Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning

Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning

In this webcast, Family Vision and Values: The Starting Point of Estate Planning, senior Pathstone executives Jim Coutré and Scott Weaver will share their insights into why estate planning should begin with a clear articulation of family vision and values, how this...

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‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell

‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell

‘Next Gen’ Survey Highlights Lack of Family Communication as Key Concern in New Smith Family Business Initiative from Cornell University   Survey Designed to ‘Give Voice to the Next Generation’ of Family Business Leaders   Lack of family communication ranks as a...

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