| Jul 27 2025 |
How to Write an Ethical Will with Examples – The Human Side of Wealth Transfer |
Cresset Capital Management |
| Jul 27 2025 |
Legacy Property Planning: How to Keep Your Vacation Home in the Family |
Cresset Capital Management |
| Jul 27 2025 |
Preparing for Cognitive Decline: 4 Ways to Protect Financial Assets |
Cresset Capital Management |
| Jul 27 2025 |
Exploring Philanthropic Motivations: Understanding the “Why” Behind Giving |
Cresset Capital Management |
| Jul 27 2025 |
AI Compliance Is a Growing Risk for Family Offices |
Simple |
| Jul 14 2025 |
Can Family Offices Truly Change the World? |
Family Office World News |
| Jul 14 2025 |
One Big Beautiful Bill Act: Assessing the Impact of New Tax Legislation on Single-Family Offices and Their Stakeholders |
McDermott Will & Emery |
| Jul 2 2025 |
New York City’s Amended Rules for Paid Prenatal Leave: What Employers Need to Know |
Ogletree, Deakins, Nash, Smoak & Stewart, P.C. |
| Jul 1 2025 |
Demystifying Discovery: What You Need To Know |
Financial Poise |
| Jul 1 2025 |
5 Megatrends Shaping the World: How to Stay Ahead of the Curve |
Ernst & Young Global Limited |
| Jul 1 2025 |
Corporate Transparency or Just Good Governance? |
Simple |
| Jul 1 2025 |
Speaking of Litigation – Episode 18: Master the First Moves in Litigation for Courtroom Advantage [Podcast] |
Epstein Becker & Green, P.C. |
| Jun 28 2025 |
Long-Term Care and the Family Farm: Legal Planning to Preserve Agricultural Assets |
Ward and Smith, P.A. |
| Jun 25 2025 |
Employer Health Plans Must Report Number of Covered Children in New Mexico |
Ogletree, Deakins, Nash, Smoak & Stewart, P.C. |
| Jun 19 2025 |
Washington State Scales Up Paid Family and Medical Leave Law |
Ogletree, Deakins, Nash, Smoak & Stewart, P.C. |
| Jun 18 2025 |
Build Up, Spend Down, and the Power of Family Philanthropy Engagement |
Croland Consulting |
| Jun 18 2025 |
Understanding the Value (and Values) of Gen Z |
Ernst & Young Global Limited |
| Jun 11 2025 |
Aligning Sources of Philanthropic Capital with Client Needs |
Croland Consulting |
| Jun 9 2025 |
New Travel Restrictions: Critical Information for Affected Nationals, Their Families & Employers |
Hunton Andrews Kurth |
| Jun 9 2025 |
Nebraska Governor Signs Bill to Amend Healthy Families and Workplace Act |
Ogletree, Deakins, Nash, Smoak & Stewart, P.C. |
| Jun 2 2025 |
Why the Family Office of the Future Needs Refreshed Operating Models |
Ernst & Young Global Limited |
| May 30 2025 |
The Angel is in the Details: Grant Agreements that Matter |
Croland Consulting |
| May 20 2025 |
The Family Office and the Magic of Philanthropy |
Croland Consulting |
| May 19 2025 |
Why Governance — Not Growth — Will Define the Next Era of Family Offices |
Arondight Advisors |
| Apr 24 2025 |
The Cost of Waiting – Why You Need a Life Care Plan Now |
Norris McLaughlin P.A. |
| Apr 23 2025 |
CAA Taps Julie Zorn to Build a Family Office Powerhouse |
Family Office World News |
| Apr 9 2025 |
The Evolution of Family Offices: From Empires to Modern Wealth Management |
Family Office World News |
| Apr 9 2025 |
How Are Family Offices Building Smarter Wealth? Structural Alpha (11 Examples) |
Family Office World News |
| Mar 13 2025 |
The Big Six Items That Family Offices Need to Consider in 2025 |
ArentFox Schiff LLP |
