For individuals holding illiquid assets or anticipating a liquidity event, pre-liquidity planning can greatly improve wealth transfer and tax outcomes....
Selecting a trustee is a critical decision in the estate and wealth transfer planning process. The choice of trustee can...
In December 2023, Scott Weaver and Kea Molnar hosted a Family Enterprise USA webcast to discuss the benefits of integrating...
In the current environment, many families are reevaluating and modifying their fiduciary structures. To assist in these discussions, we have...
In September 2022, Willow Street and The Fine Art Group hosted a panel discussion entitled, “The Art of Legacy Planning:...
The International Family Offices Journal (Volume 6, 2021) recently published Willow Street partner Laurent Roux’s article Using a VFO with...