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Family Offices Encouraged To Review Estate Plans Under New SECURE Act
A shift in how inheritances and retirement accounts are treated could compel family offices and wealth planners to shake up their estate plans.
Could Now Be The Right Time For The Virtual Family Office?
While traditional family offices focus on the financial side of the dynastic client, virtual family offices often also consider "soft" services.
Massachusetts Advisor Rule Is Premature
Similar fiduciary standards have been adopted elsewhere, including New Jersey and Nevada, and several other states are also considering proposals.
Rothschild heirs sue Vienna over trust seized by Nazis in one of largest restitution claims ever
Lawsuit accuses city of plundering the psychiatric trust more than 80 years after it was taken by the Nazis.