Perspectives on Family Office Services from the Family Office Fellows and other Oxford thought leaders.
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
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
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 …
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 …
