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.
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Videos: Cross Border Planning Considerations for the International Client
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.
U.S. Economy Slowing as Expected
March 1, 2019— At long last, we have an estimate of economic growth for the fourth quarter of 2018. The report, which was delayed a month due to the government shutdown, surprised a bit to the upside, showing that Gross Domestic Product (GDP), adjusted for inflation, grew at an annualized rate of 2.6% in Q42018. There had been a few indications that growth might come in weaker, so it was a nice upside surprise.
