News & Analysis as of

Tax Planning Wealth Management Family Offices

Schwabe, Williamson & Wyatt PC

What Is a Family Office… And Do We Need One?‎

Generally speaking, family offices are established by families with complex and varying interests to manage investments and provide other services to family members, most commonly associated with business holdings. Family...more

Walkers

The future of family offices: Evolving needs, enduring structures

Walkers on

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

Warner Norcross + Judd

Hot Topics for Private Clients and Family Offices from 2025 Heckerling Institute on Estate Planning – Part One

Warner Norcross + Judd on

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

Bennett Jones LLP

High-Net-Worth Investors to Boost Growth in Private Equity: Opportunities, Risks and Other Important Considerations

Bennett Jones LLP on

Globally, private equity is expected to double its current assets under management (AUM) to US$12 trillion by the end of 2029, driven in large part by private wealth investors, according to new Preqin research....more

McDermott Will & Schulte

[Event] Private Client Roundtable - March 15th, Boston, MA

Thaw out with McDermott’s Tax and Private Client teams during our first (of many) Boston Private Client Roundtables where attendees can reconnect with peers in the tax, private client and wealth advisory space in the city. We...more

McDermott Will & Schulte

[Webinar] Cutting Through The Chaos: Off the Beaten Path: 6 Not-So-Obvious Planning Ideas - September 2nd, 1:00 pm - 2:00 pm EDT

Join McDermott presenters Timothy Halleron, Richard Lang and Carlyn McCaffrey as they describe six not-so-obvious planning ideas. In certain situations these creative planning techniques may be more effective than the usual...more

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