United States
The keystone of a family office governance framework is a constitution that provides guidance during transitions and times of conflict
Environmental, social and governance on family offices cannot be underestimated, as governance and investment strategy affects wealth.
President Biden and Congress have proposed to increase the capital gains tax rate. Taxpayers may wish to create a taxable event.
This article delves into the taxation of carried interest in Hong Kong and the US, two of the world’s leading private equity hubs.
Family offices affected by income and transfer tax increases on individuals, estates and trusts proposed by House Ways and Means Committee.
Family member education in a family office is an evolving initiative to ensure a family’s legacy endures. Learn more.
Some hedge fund managers are making the move to restructure their wealth as a family office; however, there are key areas to consider.
Change management for family offices can be especially challenging because of family dynamics, complex wealth and lean staff.
Family offices can strengthen backup processes and increase efficiency and scalability by implementing finance and accounting outsourcing.
Insider named family office advisors, accountants and lawyers to know. RSM’s Bill Bijesse was among the 21. Learn more.
The life cycle of a successful family office begins with family objectives, investments, technology systems and more.
The middle market’s appetite for infrastructure improvements could affect portfolio companies and the tax profiles of wealthy families.
Expanding cybersecurity threats present family offices with challenges. See how the problems intensified with the shift to remote work.
A family developing a family office needs to establish a governance framework apart from the operating business that grew its wealth.
When aligning your preferences with 1 of 3 main structural forms, a family office will position itself to succeed for many years to come.
Summary of the American Families Plan and the potential impact that it could have on the real estate industry.
RSM national enterprise leader for the family office practice at RSM US LLP, moderates a panel for the Association of Corporate Growth.
There are approximately 200 family offices established in Singapore managing $20 billion of assets, and these numbers will likely grow.
From investing to accounting to compliance, digital solutions are now able to improve each of a family office’s operational components.
Family offices are benefitting from dashboard technology that integrates real-time data to support strategic planning and decision-making.