All in the Family – Introducing Family Owned Life Insurance™ (aka FOLI™)
Family Affair - Introducing Family Office Life Annuity (FOLA)
NGE On Demand: Insurance and Indemnity Issues for Family Offices with Angela Elbert
Family Offices and PE: Can't We All Get Along
Podcast: Key ESG Considerations for Family Offices and Foundations
Across the globe, second and third generations are inheriting significant wealth and with it, the opportunity to professionalise how their family manages, governs and grows that wealth. Many are establishing dynamic,...more
As is our tradition each January, several Warner attorneys attended the annual Heckerling Institute on Estate Planning, the country’s most well-respected educational event for professionals working in the trusts and estates...more
It has been said that we are in the middle of a multi-trillion dollar transition of family wealth between generations. In order to facilitate that transition, careful planning and management of family wealth and assets need...more
Now is a good time to review your trust instruments, family office documents, or company’s governing documents and succession plans to ensure you are prepared to deal with whatever the future brings before it happens....more
Family offices can come in a wide variety of shapes and sizes, but their overarching function is to serve the needs of a wealthy individual or family group. With increasing diversity in the types of “family offices”, there is...more
Too often, family members view their business as a source of wealth without making sure that the company is managed by those best suited for the job. Good governance — carefully documented in writing — can help ensure a...more