A family office is a privately held investment and wealth management firm established to look
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Before we look at the different types of trust funds and trusts, let's explore the
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It's important to know how to set up a trust. Looking to secure your loved
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Hedge funds and family offices both move in the rarified circles of high net worth
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Estate planning can be overwhelming. That's where a good estate planning checklist comes into play.
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Our nation's capital has a high concentration of wealth, so it is no surprise to
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When it comes to tax planning for high net worth individuals, we first should establish
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Among world’s richest families, the concept of a “family office” is not new. Even in
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The best way to choose from among the many wealth management firms Washington D.C. has
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People interested in planned charitable giving have been increasing asking: What is a donor-advised fund?
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