The whitepaper, titled ‘The Multi Family Office Advantage’, was launched at a roundtable hosted at the DIFC’s Family Wealth ...

Michael T. Clear and Erin D. Nicholls of Wiggin and Dana LLP discuss estate planning among company founders and entrepreneurs, focusing on core planning, business continuity and liquidity, and ...

Work your way around income gaps, tax gaffes and Social Security insecurity with some thoughtful planning and analysis.

Ambitious individuals often find themselves isolated in work and in life. Gobundance is an organization committed to bringing ...

From digital wealth management to automated advisory services, these innovative firms are reshaping how financial assets are ...

Learn tax-efficient gifting strategies, including definitions and tips for various cases. Find the basics of gift taxes and ...

The potential impacts of proposed Trump-aligned tax reforms on estate planning means families and advisors must proactively ...

The new tax regime provides lower tax rates and fewer deductions, eliminating the need for investment in tax-saving schemes ...

Discover the importance of estate planning to protect your family from legal complexities and financial burdens.

Let’s explore six proven methods wealthy families use to build wealth that lasts for generations quietly.