Insight
Family Office Insights
Analysis, opinion, and expert commentary on the trends shaping family offices today.
8 insights for “Legal”
Law change impacting LLCs in the US: A wake-up call for family offices
Pennsylvania’s shift to annual LLC reporting highlights the growing complexity of multi-state compliance, with direct…
LegalTech for family office succession planning
This article explores how LegalTech can bring clarity and continuity to succession planning. It outlines…
What Is a Family Trust? Family Trusts Explained Simply
A family trust holds assets for your family under rules you set. Learn what a…
The history of family office regulation
The collapse of Archegos Capital Management heightened calls for regulation of an untamed industry worth…
Jurisdiction selection for family fiduciary structures
It is not enough to choose a jurisdiction for a fiduciary structure based on black…
An introduction to fiduciary holding structures
Fiduciary holding structures can be useful to wealthy families. Here’s a brief overview of these…
Impact: Investing in sustainable life below water
The 14th SDG, as set out by the UN, aims to conserve and encourage the…
What family offices should know before setting up in Singapore
Singapore might be the answer for many Western family offices looking to bridge family values…