Family Office

NEWS

One Big Beautiful Bill: A New Era for Family Offices

While headlines focus on AI earnings and Fed policy, a landmark U.S. tax reform has quietly reshaped the future of generational wealth. The “One Big Beautiful Bill” introduces sweeping, permanent changes that will redefine how family offices manage succession, structure estates, and invest for the long term.

May 09
Top Ten Largest Travel and Tourism Businesses

To get an overview of what the Travel and Tourism industry looked like before this unprecedented disruption, we’ve compiled a list of the top 10 Largest Travel and Tourism Businesses in the World, arranged in order of 2018 total revenue. Two of the ten on our list are family-owned.

May 09
Having Your Cake And Eating It Too—Self-Settled Trusts

A self-settled trust, as it is referred to in the estate planning community, is generally an irrevocable trust that allows the creator (commonly referred to as the “settlor” or “grantor”) to be one of the beneficiaries, while providing many of the same benefits applicable to trusts where only family members are beneficiaries. Such benefits include building wealth outside of the taxable estate of the settlor, multi-generational planning, protecting family wealth from any potential future creditors and consolidating wealth management.

May 09
14 Outdated Investing ‘Rules’ You Don’t Need To Follow Anymore

As the times change, so does the world of finance. Some investors are still stuck on “rules” of investing that have become obsolete, and sticking with these old adages may hurt you in the long run.

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It wasn’t until the 1980s that family offices started to multiply, first in the US, then elsewhere. It was around that time that the wealth held by families began to grow at a significantly faster rate.

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