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Wealth

Family Offices Are Parking Capital in Net Lease Sale-Leasebacks

Family offices are buying net lease sale-leaseback properties directly, seeking stable cash flow, estate planning utility, and off-market deal flow…

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Wealth

Family Offices Are Snapping Up Branded Residences Abroad

Family offices are treating branded residences abroad as hybrid assets - combining real estate allocation, lifestyle access, and cross-border contingency…

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Wealth

Dynasty Trust Battles Heat Up in State Legislatures Ahead of 2026

Dynasty trust battles are intensifying in state legislatures as the 2026 federal estate tax sunset pushes wealthy families to act…

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Wealth

Family Offices Are Betting on Sports Betting Platform Equity Stakes

Family offices are quietly buying equity stakes in private sports betting platforms, drawn by long-horizon return potential and low correlation…

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Wealth

Private Foundations Face IRS Scrutiny Over Self-Dealing Transactions

The IRS is intensifying scrutiny of private foundation self-dealing transactions, targeting property transfers, compensation deals, and undisclosed family arrangements.

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Wealth

Family Offices Are Rotating Into Art-Secured Lending Facilities

Family offices are tapping art collections as collateral for credit facilities, turning illiquid assets into working capital without triggering sales…

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Wealth

Dynasty Trust Legislation Divides Estate Planning Attorneys Across Party Lines

Dynasty trust legislation is splitting estate planning attorneys along ideological lines as the 2025 estate tax exemption sunset approaches and…

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Wealth

Inherited IRAs Are Quietly Fueling a New Estate Planning Crisis

The SECURE Act's 10-year rule on inherited IRAs is creating a tax compression crisis for middle-class families with no coordinated…

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Wealth

Family Offices Are Quietly Backing Secondhand Luxury Goods Platforms

Family offices are quietly backing secondhand luxury resale platforms, drawn by high margins, authentication technology, and counter-cyclical market dynamics.

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Wealth

Donor-Advised Funds Face Congressional Pressure Over Payout Rules

Congress is pushing to impose mandatory payout rules on donor-advised funds, targeting a loophole that lets donors claim immediate tax…

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