Contributing privately held company interests to a Donor Advised Fund (DAF) before a liquidity event can be a powerful planning strategy available to founders and

Conventional estate planning has operated on a foundational premise that wealth should flow downward. High-net-worth individuals routinely deploy multi-generational trusts, annual exclusion gifts and family limited

A traditional trust is generally created for the benefit of one or more human beneficiaries. A purpose trust, by contrast, is established to achieve a

For ultra-high-net-worth (UHNW) families, success across financial resources, business ownership and multi-generational legacy often introduces a level of complexity that can be difficult to manage