Our Business Owners Outlook is a quarterly survey that explores business owners’ concerns and outlooks on themes that are most important to them. This first in the series, “Risky Business,” reveals some eye-opening disconnects in the respondents’ thinking.Business owners strongly support the Trump administration’s policies, yet they also worry about U.
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.
Make today’s increased federal transfer tax exemption work to your advantage. As a business owner, it’s important to understand how the new tax law changes can work to your advantage.The increased federal transfer tax exemption amount (the exemption) provides a unique opportunity for you to implement beneficial transfer tax strategies for your business interests.