In family offices, one of the most valuable assets is not just the wealth and investments but the collective knowledge that has been passed down through generations. The process of transferring that knowledge from the Now Generation (Now Gen) to the Next Generation...
The largest intergenerational wealth transfer in history is underway, with an estimated US $84.4 trillion expected to be passed down over the next 20 years. As the next generation prepares to inherit and manage this wealth, Family Offices face the challenge of...
Managing the financial complexities of a family office requires specialized expertise, efficient processes, and a keen understanding of tax regulations, cash flow management, and financial planning. As family offices navigate intricate asset structures and...
Managing the complexities of a family office requires expertise, attention to detail, and a comprehensive understanding of both financial health and tax regulations. One of the most effective ways to ensure this is by having a dedicated accountant on your team. While...