The record
Family Office
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Can an LLC in a Dynasty Trust Still Generate Yield
Answers whether an LLC gifted into a dynasty trust can still generate yield, and how borrowing against it can be used to extract liquidity.
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Stablecoins as Portfolio Cash Alternatives Explained
Explores how family offices use USDT and USDC as cash equivalents for liquidity, moving beyond simply avoiding fiat conversion friction.
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Cross-border Tax Traps: Managing Global Family Assets
Covers cross-border wealth management challenges, including using corporate blockers to manage estate tax exposure on foreign assets.
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The “junior Grant Fund”: Teaching Value Through Giving
A guide to the junior grant fund model for teaching heirs philanthropy: a small giving pool, a family pitch process, and the lessons it…
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Virtual Family Office Reporting for Digital Assets
A look at virtual family office reporting for digital assets, covering asset location, access control, and performance tracking against Bitcoin.
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What Happens to Your Crypto When You Die? UAE Has a Solution
Learn what happens to Bitcoin after a holder dies and how the UAE’s blockchain-based approach addresses crypto inheritance and access.
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Estate Planning – Best Way to Do It Explained
Learn how time horizon and risk tolerance can shape estate planning decisions, including when to gift assets versus keep more in reserve.
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Family Office CEO Salary Benchmarks: What to Pay
See family office compensation benchmarks for CEO and CIO roles, covering salary ranges to help you budget and pay your leadership team fairly.
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The Operating Business Sandbox: Investing in What You Know
Learn about the Operating Business Sandbox strategy: family offices reinvesting a portion of wealth into the industry where they built their expertise.
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How to Talk to Your Heirs About Wealth
Learn how to talk to your heirs about wealth, drawing on a family’s story of discovering a parent’s financial life only after his death.