Perspectives on Family Office Services from the Family Office Fellows and other Oxford thought leaders.
by: Chris McGraw, JD, LL.M., Senior Wealth Strategist Introduction Grantor Retained Annuity Trusts (GRATs) are widely used in estate planning to transfer wealth to beneficiaries without triggering gift or estate
ARTICLE HIGHLIGHTS The One, Big Beautiful Bill Act, signed into law on July 4, 2025, marks a significant shift in the U.S. tax landscape by extending and modifying key provisions
by Keenan P. Call, JD, CPWA®, ABFP®, Director, Family Office Services Estate planning, when approached thoughtfully, is about much more than transferring assets—it’s about preparing a family to carry forward
In 1789, Benjamin Franklin wrote “In this world, nothing is certain except death and taxes.” Today he might add, “and Congress will continuously change the latter.” Many tax provisions of
by: Chris McGraw, JD, LL.M., Senior Wealth Strategist Introduction Grantor Retained Annuity Trusts (GRATs) are widely used in estate planning to transfer …
ARTICLE HIGHLIGHTS The One, Big Beautiful Bill Act, signed into law on July 4, 2025, marks a significant shift in the U.S. …
by Keenan P. Call, JD, CPWA®, ABFP®, Director, Family Office Services Estate planning, when approached thoughtfully, is about much more than transferring …
In 1789, Benjamin Franklin wrote “In this world, nothing is certain except death and taxes.” Today he might add, “and Congress will …
