Single Family Office Profile

Individuals and families with $500M or more in total net worth and have established a family office with full time employees to manage all aspects of the family’s wealth

Trust & Estate

Trust & Estate

Template: Estate Plan Questionnaire

Trust & Estate

How Can I Manage Financial Assets For A Parent Who Has Lost Capacity?

Trust & Estate

How Do I Choose A Trustee To Act After I Die?

Trust & Estate

How Do Gift Taxes Work?

Trust & Estate

How Can I Use Loans To Save Transfer Taxes?

Trust & Estate

How Do Charitable Remainder Trusts Work?

Trust & Estate

How Often Do I Need To Review And Update My Estate Plan?

Trust & Estate

How Are Qualified Personal Residence Trusts Used To Transfer Interests In A Residence?

Trust & Estate

How Does The Generation-Skipping Tax Work?

Trust & Estate

How Are Community Property Assets Treated As Part Of An Estate Plan?

Trust & Estate

Types Of Charitable Remainder Trusts

Trust & Estate

Crypto And Estate Planning Series Part 2: Avoiding Probate of Crypto Assets Through A Living Trust

Trust & Estate

How Does The Estate Tax Work?

Trust & Estate

Should I Treat My Children Equally As Part Of My Estate Plan?

Trust & Estate

How Do Charitable Lead Trusts Work?

Trust & Estate

How Are Funds Administered For Children Under Custodial Accounts?

Trust & Estate

How Does Death Impact Income Tax Basis

Trust & Estate

Don’t Forget To Think About Income Taxes When Doing Estate Planning

Trust & Estate

How Are Estates Taxed?

Trust & Estate

The Private Family Trust Company

Trust & Estate

Crypto And Estate Planning Series

Trust & Estate

Designating Someone To Make Health Care Decisions For You

Trust & Estate

The Trust Protector: Powers, Duties, Responsibilities And Liabilities

Trust & Estate

Secure Act – Eliminated Stretch IRA

Trust & Estate

Your Estate Plan Advisors Want You To Choose A Trustee – Now What?

Trust & Estate

How Can Estate Plans Be Challenged?

Trust & Estate

How Can Qualified Disclaimers Be Used To Benefit An Estate Plan?

Trust & Estate

How Are Inheritances Taxed?

Trust & Estate

What Special Rules Must Be Considered When Estate Planning For A Spouse Who Is Not A U.S. Citizen?

Trust & Estate

What Is The Advantage Of A Revocable Living Trust?

Trust & Estate

What Needs To Be Done When A Loved One Dies?

Trust & Estate

How Do I Choose A Guardian For My Minor Children If I Die Before They Turn 18?

Trust & Estate

How To Give Effective Crummey Notices So Gifts To Trusts Qualify For The Annual Exclusion

Trust & Estate

Is An ESOP Transaction Right For Your Business?

Trust & Estate

How Do I Select An Estate Planning Attorney

Trust & Estate

What New Family Trustees Need To Know

Trust & Estate

Do Personal Lines Policies Insure Trustees?

Trust & Estate

How Does The Title to Assets Impact How Those Assets Pass When I Die?

Trust & Estate

Crypto And Estate Planning Series Part 1: Cryptocurrency Basics

Trust & Estate

As A Trust Beneficiary, How Can I Determine What I’m Entitled To Receive From A Trust?

Trust & Estate

How Long Before I Can Expect To Receive My Inheritance?

Trust & Estate

What Is My Job As An Executor Of A Probate Estate?

Trust & Estate

Life Insurance As Part Of An Estate Plan

Trust & Estate

What Sophisticated Charitable Giving Options Are Available To Donors?

Trust & Estate

What Is My Job As Trustee Of A Trust?

Trust & Estate

Gifts to GRATS versus Sales to IDITS

Trust & Estate

Why Do I Need An Estate Plan?

Trust & Estate

Crypto And Estate Planing Series Part 3: Giving The Executor Or Personal Representative Access To Private Keys At Death

Trust & Estate

What Should I Bring To The First Estate Planning Meeting I Have With My Lawyer?

Trust & Estate

What Is The Difference Between A Grantor Trust And A Non-Grantor Trust?

Trust & Estate

Gifting Strategies For Private Equity Fund Managers

Trust & Estate

How Do I Select An Attorney To Help Administer A Decedent’s Estate?

Trust & Estate

Personal Planning For Entrepreneurs – Giving The Business To The Children Without Losing Control

Trust & Estate

What Fiduciary Roles Do I Need To Be Prepared To Discuss With My Estate Planning Lawyer?

Trust & Estate

What Are The Initial Questions I Need To Consider When Deciding If I Should Form A Private Foundation

Trust & Estate

Can I Get Away With Giving Personal Items To My Children Without Reporting Those Gifts For Gift Or Estate Tax Purposes?

Trust & Estate

How Can You Change The Terms Of An Irrevocable Trust?

Trust & Estate

What To Consider When Choosing A Trustee

Family Purpose & Preparation

Family Purpose & Preparation

Family Governance: Put It In Writing

Family Purpose & Preparation

Formalize Decision Making

Family Purpose & Preparation

Navigating Power Dynamics In Family Offices: 4 Building Blocks Of Successful Family Communication

Family Purpose & Preparation

4 Simple Steps To Shift From Planning To Doing

Family Purpose & Preparation

The Relationship Between Non-Cash Assets And Charitable Giving

Family Purpose & Preparation

The Blended Family Challenge

Family Purpose & Preparation

5 Ways To Make Your Giving Transformational

Family Purpose & Preparation

Wealth Plans Checklist Series: Communication Plan

Family Purpose & Preparation

10 Essential Roles Of Good Foundation Boards

Family Purpose & Preparation

The Family Meeting – Importance of Feedback

Family Purpose & Preparation

Wealth Plans Checklist Series: Succession And Contingency Plan

Family Purpose & Preparation

Make Conflict Great Again

Family Purpose & Preparation

Family Governance – Where to Start? (Part 2)

Family Purpose & Preparation

Wealth Plans Checklist Series: Wealth Education & Stewardship Plan

Family Purpose & Preparation

Mediation As Alternative Dispute Resolution

Family Purpose & Preparation

Responsive Vs. Strategic Grantmaking: Which One Is Right For You?

Family Purpose & Preparation

Wealth Plans Checklist Series: Basic Estate Plan

Family Purpose & Preparation

5 Mistakes To Avoid When Pursuing Strategic Grantmaking

Family Purpose & Preparation

Equipping Female Leaders With The Right Tools

Family Purpose & Preparation

Wealth Plans Checklist Series: Leadership Development Plan

Family Purpose & Preparation

Family Governance – Putting it into Action (Part 3)

Family Purpose & Preparation

5 Potential Pitfalls For Next-Gen Philanthropists

Family Purpose & Preparation

Family Limited Partnership (FLP) Vs Family Limited Liability Company (FLLC)

Family Purpose & Preparation

Wealth Plans Checklist Series: Estate Tax & Liquidity Plan

Family Purpose & Preparation

Family Dynamics – What’s the Story?

Family Purpose & Preparation

How Do Women Find A Voice In The Family Business?

Family Purpose & Preparation

Family Governance Basics (Part 1)

Family Purpose & Preparation

Family Meeting – Effective Communication

Family Purpose & Preparation

Evolution of Decision Making Complexity

Family Purpose & Preparation

Family Business Succession: More Than Meets The Eye

Family Purpose & Preparation

Family Meeting – Effective Meetings

Family Purpose & Preparation

Wealth Plans Checklist Series: Advanced Estate Plan – Wealth Transfer Tax Planning

Family Purpose & Preparation

3 Important Insights From Female Family Leaders

Family Purpose & Preparation

10 Things All Female Inheritors Need To Know

Family Purpose & Preparation

Empower Your Philanthropy With These 4 Questions

Family Purpose & Preparation

The Family Wealth Coach: A Change Agent

Family Purpose & Preparation

A Year Of Crisis Forced Foundations To Change Bad Practices: They Should Never Revert To The Old Ways

Family Purpose & Preparation

Next Generation Engagement: Steward or Consumer?

Family Purpose & Preparation

The Likeability Trap: How To Balance Authentic Leadership With Success

Family Purpose & Preparation

The Great Wealth Transfer Requires A Discussion Of Values Among Family Members

Family Purpose & Preparation

Family Governance Forums

Family Purpose & Preparation

4 Unique Challenges Of Female Inheritors

Family Purpose & Preparation

Wealth Plans Checklist Series: Family Strategic Plan

Family Purpose & Preparation

Generational Wealth And The Family Enterprise

Family Purpose & Preparation

Wealth Plans Checklist Series: Entrepreneurship Plan

Family Purpose & Preparation

The Family Meeting

Family Purpose & Preparation

How To Talk With Your Partner About Money

Family Purpose & Preparation

Family Held Entities For Planning

Family Purpose & Preparation

Finding Purpose – How It’s Different From Passion

Family Purpose & Preparation

Benefits of a Private Family Trust Company

Family Office Insights

Family Office Insights

Family Office Benchmarking Series: Property

Family Office Insights

Family Office Benchmarking Series: Family Office Risk Management

Family Office Insights

The Family Office: Annual Review Checklist

Family Office Insights

Why The Right Quarterback Is Critical To Your Family Office

Family Office Insights

Financial Services Beyond Investments For Family Offices

Family Office Insights

Four Critical Areas To Explore Before Setting Up A Family Office

Family Office Insights

2021 Family Office Benchmarking Series On Risk Management

Family Office Insights

Video: Sage Intacct for Family Office | Multi-Entity Management | Part 3

Family Office Insights

Reduce Family Office Accounting Complexity By Choosing The Right Software

Family Office Insights

What Does the Ecosystem Model Look Like for SFOs

Family Office Insights

Video: Sage Intacct for Family Office | System Security & Audit Trails | Part 4

Family Office Insights

Family Office Benchmarking Series: Liability

Family Office Insights

Video: Nonprofit Purchasing Approvals for Spend Control in Sage Intacct

Family Office Insights

Customized And Consolidated Reporting For Family Offices

Family Office Insights

Family Office Benchmarking Series: The Changing Face Of Risk

Family Office Insights

Family Office Benchmarking Series: The Changing Face Of Risk – Key Concerns

Family Office Insights

Video: Sage Intacct for Family Office | Integration with External Systems | Part 5

Family Office Insights

Video: Sage Intacct for Family Office | Real-Time Reports | Part 2

Family Office Insights

Organizing The Family Office To Deduct Advisory Expenses As Trade Or Business Expenses – Taking Advantage Of The Lender Decision

Family Office Insights

Single Family Versus Multi-Family Office Structures

Family Office Insights

Shifting From A Family Office To A Family Enterprise Mindset

Family Office Insights

Video: The Benefits Of Replacing Grant Tracking Spreadsheets With Sage Intacct

Family Office Insights

Family Office Benchmarking Series: The Claims Experience

Family Office Insights

Video: Sage Intacct’s Nonprofit Revenue Recognition And Restriction Tracking

Family Office Insights

Five Imperatives To An Effective Family Office

Family Office Insights

Do Your Business And Family Office Need Separate Chief Financial Officers?

Family Office Insights

Creating An Effective Family Office Structure

Family Office Insights

Video: Sage Intacct for Family Office | Real-Time Dashboards | Part 1

Family Office Insights

Video: GuideStar Metrics Dashboard for Nonprofit Organizations in Sage Intacct

Family Office Insights

Regulations For Family Office: Prepare With Risk Management

Family Office Insights

What You Need To Know About Virtual Family Offices

Wealth Education Tools

Wealth Education Tools

Activity: Create Your Savings Plan

Wealth Education Tools

Interactive Game: Trusts & Estates Crossword Challenge

Wealth Education Tools

The Importance of Wealth Education

Wealth Education Tools

Creating an Investment Policy Statement

Wealth Education Tools

Interactive Game: Trusts & Estates

Wealth Education Tools

Interactive Game: Estate Planning Trivia

Wealth Education Tools

Activity: Financial Behavior Survey

Wealth Education Tools

Interactive Game: Wealth Transfer Taxes

Wealth Education Tools

Activity: Compound Interest Calculator & Goals

Wealth Education Tools

Tips And Tools To Get Your Teenager Excited About Finance

Wealth Education Tools

Activity: Deciding Between A Roth IRA And Traditional IRA

Wealth Education Tools

Activity: Reasons To Learn Savings, Expenses, & Budgeting – Benefits & Imagery

Wealth Education Tools

Activity: Prepare To Invest – Build Your Plan

Wealth Education Tools

Interactive Game: Trustee & Beneficiaries Trivia

Wealth Education Tools

Interactive Game: Estate Plan 101 Jeopardy Quiz

Wealth Education Tools

Wealth Tools For Defining Your Shared Family Purpose

Wealth Education Tools

Interactive Game: All Roads Lead to Trusts

Financial Literacy

Financial Literacy

The Impact Fees May Have on Your Return

Financial Literacy

Activity: Publicly Traded – How The Stock Market Works