Wealthmanagement Email Newsletter: A Closer Look at AI in Family Offices (July 3, 2024)

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	JULY 3, 2024


	A Closer Look at AI in Family Offices

Hanna R. Dameron, Tracy L. McLaughlin and Kevin Matz

Understand the risks to privacy, confidentiality and fiduciary responsibility and do your best to mitigate them.

FULL ARTICLE


	Tony Bennett’s Children Embroiled in Lawsuit Over His Estate

Anna Sulkin Stern

His two daughters accuse their brother of mishandling their late father’s assets.

FULL ARTICLE


	Four Ways to Add Strategic Value for Young HNW Entrepreneurs

Paulina Mejia and Michael S. Arlein

Without proper guidance, this client group can miss opportunities.

FULL ARTICLE


	Family Offices Seek Alpha in Mega Trends

Anushka Gupta

Family offices can be strong predictors of future trends because of their uniquely long-term outlook.

FULL ARTICLE


	Trending Topics Regarding the SECURE 2.0 Act

Denise Appleby

Common questions and answers.

FULL ARTICLE


	This U.S. Law Trust is Foreign!

Nicholas J. Heuer

Managing this taxing circumstance.

FULL ARTICLE

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July 3, 2024 5:30pm
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A Closer Look at AI in Family Offices

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