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Family Offices Seek Alpha in Mega Trends

High Net Worth
 
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Wealth Management High Net Worth

JULY 1, 2024

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

Technology

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

Retirement Planning

IRS Issues New Guidance on Retirement Plan Early Distributions

Bruce D. Steiner

Notice 2024-55 clarifies two exceptions to the 10% additional tax.

FULL ARTICLE

Estate Planning

EncorEstate Brings a 'Human Touch' to Estate Tech

David Lenok

The estate tech company is betting that having actual humans review each document on the back end is worth sacrificing speed.

FULL ARTICLE
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