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Five Developments Family Offices Are Watching in 2025

As family offices continue to adapt to economic, financial, and technological changes, several ongoing developments are giving family offices plenty consider heading into 2025, including gift and estate tax exemptions, which...more

Llcs and Small Business Owners: Be Sure to File Beneficial Ownership Information Report to Comply With CTA

January 1, 2024 ushered in a new regulatory scheme for small business owners across the United States with the Corporate Transparency Act (CTA). The CTA seeks to combat illicit activity involving tax fraud, money laundering,...more

The Corporate Transparency Act’s Impact on Family Offices and How They Can Prepare

With the effective date of the Corporate Transparency Act (CTA) approaching at the start of 2024, affected entities should be aware of and begin preparing for new requirements, including for beneficial ownership information...more

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