Financial Poise

Articles tagged: Family Dynamics

When Should a Prenup Be Revisited? Lessons From Litigation

Periodic reviews and full compliance with prenup terms can help couples avoid expensive litigation and ensure their prenup remains intact.

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Charity or Strategy? The Tax Advantages of Post-Divorce Philanthropy for the Ultra-Wealthy

Post-divorce philanthropy can be a way to give back to the community and also a financially sophisticated way to reap a few tax benefits.

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Divorce as a Business Risk: Why GCs and CFOs Should Pay Attention

Personal divorce can present a business risk, depending on the structure of the company and the individual affected by the divorce.

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Protecting Assets and Financial Empowerment in Divorce

No one ever plans for a divorce or a remarriage, but they do arise, so it’s crucial to take charge of your finances and protect your assets proactively.

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Estate Planning for Unmarried Couples: P Is for Planning, Not Palimony

Unmarried couples face unique challenges in property rights and estate planning. Cohabitation agreements and wills can protect partners and families.

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How Are Family Offices Building Smarter Wealth? Structural Alpha (11 Examples)

Review 11 real-world strategies that Family Offices are using to build smarter wealth. Each one is backed by data from trusted experts across the private wealth space.

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The Evolution of Family Offices: From Empires to Modern Wealth Management

A review of the origins of today’s Family Offices provides valuable context for understanding their function and their lasting impact on global finance and investment strategies.

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Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not

Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter.

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Structure Is the Key to Stronger Family Business Succession Planning

Create a clear structure in your family business succession plan for smoother leadership transitions and long-term business continuity across generations.?

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