Author Archive
Left to Defend: How NYS School Districts Can Tackle Cyber Risk
In a major shift, the federal government has announced it will no longer provide the same level of cybersecurity support to state and local governments, including public school districts. Recent changes in federal policy have placed new cybersecurity responsibilities...
How to Optimize Tax Planning for Family Offices
Tax planning is an essential component of managing and growing family wealth. For affluent families, with their complex financial portfolios, diverse asset classes, and multi-jurisdictional investments, understanding the intricacies of tax laws and strategically...
The Key Challenges Facing Family Offices Today: Navigating the Evolving Landscape in 2025
Family offices, which manage the wealth and affairs of high-net-worth families, have experienced significant professionalization in recent years. As global financial landscapes and family dynamics continue to evolve, family offices must adapt to keep pace with...
