Tag: NextGeneration
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VIDEO: Family Offices Discuss Tax Issues and the Next Generation
Watch a never-before-seen video of the “Family Office” panel at the 2019 NAWRB Conference. Panelists Wendy Craft, Chief of Staff at Fulcrum Equities, LLC; Cynthia French Blanchard, President of Anthem Vault, Inc., AnthemGold, Inc., and Hercules, SEZC; Cindy Brittain, International Private Client Tax Partner at Katten Muchin Rosenman LLP; and Brian DeLucia, Managing Partner of…
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WHER 2019 Excerpt: Next Generation to Control Family Offices in 10 to 15 Years
The increased necessity of intergenerational wealth transfer services as Baby Boomers retire is one of the key opportunities for family offices. Seventy percent of family offices in the aforementioned report predict that the next generation will take control in the next 10 to 15 years, according to the UBS/Campden Wealth Global Family Office Report 2018.…