Social Media Ideas for Family Office Law

Inside the world of family offices: How ultrarich dealmakers invest billions

Dallas business mogul Darwin Deason sold Affiliated Computer Services to Xerox for $6.4 billion in 2010. With such a big windfall to manage, the late billionaire beefed up what has...

The Great Wealth Transfer: What Family Business Owners Should Do Now

Vanderbilt Heir Builds a Family Office With Goal to Get 800 Relatives Investing

Consuelo Vanderbilt Costin is aiming to draw in other family members to her House of Vanderbilt investment firm.

China Announces Landmark Rules on Offshore Trusts

Implications for U.S./Chinese families.

Fidelis Capital on Breaking Away to a 'Different Path'

The CEO of an RIA founded by wirehouse breakaway advisors explains how the firm is providing family office-like services without ceding ownership.

Elder Law and Special Needs Update

A rundown of recent court decisions

US family office and advisory giant GRF enters Canadian market

Gelfand, Rennert & Feldman acquires Burlington, Ontario’s Danyliw & Mann and BDM Royalty Management

Estate Planning for Blended Families: Protecting Everyone You Love

"The Estate Planner," July/August 2026

Planning With Embryos

Understanding the practical issues and corresponding legal requirements.

Retirement and Business Succession Planning for Registered Investment Advisors

Many investment advisor firm owners spend decades building trusted client relationships but wait too long to develop a formal succession strategy. Planning what happens in case of...

Convergence Family Office Salon Returns to Park City for Three-Day Gathering of Family Office Principals

Fall 2026 gathering brings family office leaders together for a closed-door summit on capital, decision-making, succession and a changing investment environment

Celebrity Estates: The Murdoch Family Trust and Irrevocable Planning with Mark Parthemer

Glenmede Trust's Mark Parthemer discusses the Murdoch family trust dispute and what it can teach advisors and families about irrevocable trust planning.

Investment Management Client Alert July 2026

Administering an Estate That Owns a Business: Duties, Risks, and Immediate Steps for Executors

Help Clients Plan Who Inherits Their Vacation Home

It’s not just financial, it’s emotional.

Family offices shun hedge funds and private credit in favor of direct deals

FINTRX finds that new entrants to the space prefer bespoke equity and direct investment strategies over traditional fund structures

Winne Banta Basralian & Kahn boosts trusts, estates practice by adding Power Law Firm

Winne Banta Basralian & Kahn P.C., one of New Jersey’s longest-established law firms, announced Aug. 3 that Christine Raba and Jinhee Bae, principals of Power Law Firm LLP, are...

A Gift or a Lawsuit? When Lifetime Transfers Become Probate Battlegrounds – Part 1

Corient Acquires $4.9B New York Multi-Family Office

The Miami-based RIA continues its acquisition spree with the addition of the New York multi-family office Seven Bridges.

SEC Preps Plan to Widen Investor Access to Private Markets

Investment advisers are currently limited to charging performance fees to so-called qualified clients.

The Chief Everything Officer

Law Firm Sole Owner Succession and Exit – Top Challenges

Question:  I am the founder and sole owner of a business litigation firm in Orlando, Florida. I am 72 and want to retire and exit the practice within the next year. My office lease...

When Do You Receive Your Inheritance – The Administration of An Estate