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.
In a scene that could have come directly from a hit TV series, James Murdoch publicly distanced himself from the media business owned by his family. What does this reveal about the complexities around aligning with the next generation?
Professionalization of the family business is an ongoing, ever-evolving process. Here’s how each stage of the family business life cycle can be used to optimize professionalization, all the way from mom and pop shop origins to family offices. Family businesses are borne of a entrepreneurial spirit that, at its core, has continuity, renewal, longevity and […] The post The evolution of professionalization of the family business appeared first on Simple.
Rockefeller Philanthropy Advisors (RPA) and Campden Wealth today published Global Trends and Strategic Time Horizons in Family Philanthropy 2020, a report based on a survey of 201 families of significant wealth who are engaged in philanthropi...
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