Perspectives on Family Office Services from the Family Office Fellows and other Oxford thought leaders.
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 Keenan P. Call, JD, CPWA®, ABFP®, Director, Family Office Services Traditional finance assumes people make rational decisions. However, real-world financial decisions are often influenced by an individual’s emotions, past
Once again, the Corporate Transparency Act (CTA) enforcement has changed. They previously announced a filing deadline of March 21, 2025 for most companies, while also muddying the waters by stating
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 …
by Keenan P. Call, JD, CPWA®, ABFP®, Director, Family Office Services Traditional finance assumes people make rational decisions. However, real-world financial decisions …
Once again, the Corporate Transparency Act (CTA) enforcement has changed. They previously announced a filing deadline of March 21, 2025 for most …
