The establishment of a family office is an excellent way for an affluent family to manage their wealth and transfer it from one generation to the next. Wilmington Trust’s Brian Oard and Alvina Lo sat down with industry experts at the 2018 Hawaii Tax Institute Conference to discuss the factors to consider when establishing a family office.
There are a number of unique planning issues facing international clients with assets and advisor(s) stationed abroad. Wilmington Trust’s Alvina Lo and Brian Oard joined industry thought leaders at the 2018 Hawaii Tax Institute Conference to discuss how global clients can navigate the various rules and regulations associated with cross border planning.
Uncovering opportunities under the current tax law. Tax reform significantly increased the ability of high-net-worth individuals and families to pass wealth free of estate, gift, and generation-skipping transfer taxes, while increasing the importance of income tax planning. Borrowing or leverage strategies can be a critical component to protect wealth for your family by minimizing risk and reducing taxes.
Wilmington Trust and Family Business Magazine hosted a business valuation webinar on August 8, featuring our own Alvina Lo and Jonathan Fitzgerald. The webinar provided a comprehensive look at how the sweeping changes enacted under the Tax Cuts and Jobs Act of 2017 impact business owners, including strategies on how to optimize the new tax advantages. A video playback of the webinar is posted below.