Trust Estate
July 12, 2024

Wealthspire Launches Tennessee-Based Trust Company

Advisors at Wealthspire Advisors can now offer personal trust administration solutions through

Trust Estate
July 5, 2024

WEALTHTALK: Navigating Tax, Estate Planning In Uncertain Times

Trust Estate
July 1, 2024

Keeping Composed Amid Threatened Taxes On Unrealized Capital Gains, Other Moves

When there's an election on the way, and tax is a regular feature of debate, advisors and clients

Trust Estate
June 11, 2024

Strategic Succession: Unlocking ESOPs, Alternatives, And Purpose Trust Options

Whether they go under names such as ESOPs, Purpose Trust Option Strategies, or other monikers,

Trust Estate
June 6, 2024

A Walk Around The US Trust, Gifts Structuring Landscape

This news service talks to a senior figure at Northern Trust on topics such as lifetime gifts,

Trust Estate
May 22, 2024

Navigating Complex Estate Settlement Terrain

A great deal of emotional stresses and demands arise on the death of a relative, and there are many

Trust Estate
April 5, 2024

Innovating Family Office Investment With Series LLCs, Tailored Policy Statements 

This article examines the use of investment vehicles called limited liability corporations and how

Trust Estate
April 4, 2024

Getting Succession Right: A Conversation With AlTi Tiedemann Global

FWR recently talked to Jill Shipley, head of governance and education at the international family

Trust Estate
March 27, 2024

Estate Plans, Fine Art And Tax – A Heady Brew

It's been tax-filing season – a time to grapple with estate plans, wealth transfer, and

Trust Estate
March 11, 2024

Unmasking Self-Dealing: Navigating Pitfalls of Private Foundations

One of our editorial board members looks under the hood of private foundations, their uses, and