The Family Office – Challenges and Expectations in 2025: Sports Investments
High-net- worth (HNW) and Emerging Wealth individuals, families, and businesses have seen an evolution in business practices over the past several years. As the wealth of HNW families and businesses…
Read more » The Family Office – Challenges And Expectations In 2025
High-net-worth (HNW) and Emerging Wealth individuals, families, and businesses have seen an evolution in business practices over the past several years. As the wealth of HNW families and businesses has…
Read more »
THE FAMILY OFFICE – CHALLENGES AND EXPECTATIONS IN 2025
As high-net-worth (HNW) and emerging wealth individuals and families continue to grow their financial footprints, family offices have become increasingly common. These entities provide centralized management for wealth, investments, governance,…
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THE PERSONAL SIDE OF SUCCESSION PLANNING
There is a litany of published material on succession planning. Blog posts, newsletters, articles, and books abound. Most are focused on the practical issues of the process and how to…
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FAMILY OFFICES AND THE CORPORATE TRANSPARENCY ACT
The Message Family offices, long a mainstay of privacy and secrecy in the world of family business activities, are now running headlong into governmental rules requiring disclosure of critical ownership…
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THE FAMILY OFFICE “MINDSET” SHIFT
The title may puzzle some readers. Why would a “mindset” shift” be required of a wealthy family to form an effective, sustainable, single-family office? Here is why! Newly formed single-family…
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COVID AND ESTATE PLANNING
So many things have taken a backseat to Covid during the last year that I was surprised last week by one that has not – estate planning. A contact reached…
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DOWN & DIRTY: HOW YOU REALLY PREPARE TO SELL YOUR COMPANY
The Scenario You know others do it. They must. Of course, you have heard about those who have “successfully” done it. It is actually almost impossible to avoid the public…
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PAYCHECK PROTECTION PROGRAM (PPP) 2.0
The economic fallout from COVID-19 has continued to wreak havoc with hundreds of thousands of small businesses shuttering their businesses. After months of Congressional wrangling, the recently passed 2021 Consolidated…
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The Case for Contemporaneous Records
The government bailout of small business is just another reason By Chris ChillingworthPartner, CFOs2GOBy Michaele JamesPartner, CIOs2GO Ladies and Gentlemen of the Jury: Opening Argument The case for the maintenance…
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