Perspectives on Family Office Services from the Family Office Fellows and other Oxford thought leaders.
An October ruling by the New York Tax Appeals Tribunal is another example and reminder that if you are thinking of changing residency from a high-tax state to a low-tax
A trust is more than a legal or financial instrument; it is a lasting commitment to safeguarding a family’s wealth, values and aspirations for current and future generations. Trusts serve as vehicles to transfer not only financial assets but also a shared sense of purpose and identity.
Tax year 2025 is marked with major tax law changes resulting from the passage of the One Big Beautiful Bill Act (OBBBA) and extension of previous legislation. Effective year-end planning
by: Chris McGraw, JD, LL.M. Introduction Often, closely held businesses are the cornerstone of wealth creation for ultra-high-net-worth families. Yet for owners, the business is not just an asset –
An October ruling by the New York Tax Appeals Tribunal is another example and reminder that if you are thinking of changing …
A trust is more than a legal or financial instrument; it is a lasting commitment to safeguarding a family’s wealth, values and aspirations for current and future generations. Trusts serve as vehicles to transfer not only financial assets but also a shared sense of purpose and identity.
Tax year 2025 is marked with major tax law changes resulting from the passage of the One Big Beautiful Bill Act (OBBBA) …
by: Chris McGraw, JD, LL.M. Introduction Often, closely held businesses are the cornerstone of wealth creation for ultra-high-net-worth families. Yet for owners, …
