Several companies have elected to make changes to their executive compensation and incentive plans.

Interests in an LLC holding a note can fund a charitable lead trust.

Reflections on some important decisions.

A Federal Reserve report lends credence to a K-shaped recovery.

They can help their children build financial security now.

How high lifetime exemption amounts and low interest rates add up to estate planning success.

Any change in the fiscal climate from this being an election year should not distract you or your clients from long-term financial planning goals.

Steps funders can take toward transformational change.

The pandemic proves that no matter how large or small, all family offices need to operate with a clearly defined set of rules and procedures.