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.
No organization could have anticipated the unprecedented global implications of COVID-19. The swift and relentless nature of the pandemic impacted the global economy in ways not seen during previous crises. Businesses across all industries were faced with critical decisions as they executed business continuity plans.
Wealthtech firm Smarterly has raised £7 million in a Series A funding round led the family office of Major Oak that provided £5 million.
Wilmington Trust, a leader in institutional trust services and the first financial institution to launch searchable tickers for collective investment trusts (CITs), recently hosted a webinar and launched a new whitepaper to highlight the advantages of CITs for advisors working with sponsors of defined benefit and defined contribution plans – particularly 401(k) plans.
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