Family Culture and Family Wealth

Family Culture and Family Wealth

  I begin with a personal family story. In 1998 I joined my four siblings and our 8 kids for a family birthday party- it was Dad’s 80th birthday and we gathered in my brother’s house in Louisiana around some good seafood and a birthday cake with that really sweet frosting lovingly decorated by the […]

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SFO Offshore Trusts

  Offshore trusts are a powerful tool in the estate and tax planning world, but are commonly misunderstood and misapplied. This article will explore the offshore trust to reveal that, when used correctly, the offshore trust is an extraordinary planning tool. A trust is an entity that owns and manages assets. A trust is operated […]

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Thought Leadership in Palm Beach

Family Office Association Newsletter: Palm Beach April 2015

Palm Beach was the perfect backdrop to March’s Investment Forum, where Family Office Association member families mingled with invited firms to discuss topics from family office affairs to a range of leading edge fields. Attendees were treated to a special keynote address “The Future of Investment, Philanthropy, and Travel in Cuba,” by John Caulfield the […]

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Will Obama Really Change the World?

Will Obama Really Change the World?

President Barack Obama said it succinctly in his Nov. 4, 2008, victory speech: “Change has come to America.” This is true on many different levels but rings especially true in terms of increased investment in environmental technologies, which Obama made clear will be a key objective of his presidency. As he said late last year […]

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