Perspectives on Family Office Services from the Family Office Fellows and other Oxford thought leaders.
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 –
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
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, …
by: Chris McGraw, JD, LL.M., Senior Wealth Strategist Introduction Grantor Retained Annuity Trusts (GRATs) are widely used in estate planning to transfer …
