For individuals holding illiquid assets or anticipating a liquidity event, pre-liquidity planning can greatly improve wealth transfer and tax outcomes....
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...
Families are more frequently integrating their fiduciary and family office structures with a virtual family office (VFO). For families with...
The International Family Offices Journal (Volume 6, 2021) recently published Willow Street partner Laurent Roux’s article Using a VFO with...
In a STEP Journal article (Issue 4, 2021), which can be found below or downloaded here, Scott Weaver, General Counsel...