Blended families are increasingly common—nearly 40% of U.S. households include a partner with children from a previous relationship, according to the U.S. Census Bureau. In fact, 1,300 new stepfamilies are formed every day. With evolving family dynamics come unique...
A Premier Destination for Trust Administration With a new round of legislative updates to the Tennessee Trust Code having taken effect on July 1, 2025, the state reaffirms its commitment to making Tennessee a premier destination for modern trust administration. ...
Philanthropic giving is a common goal for many individuals. The choice to give is often fueled by the desire to unite the family and establish a legacy with their favorite charitable causes. Other times, a significant shift in wealth (due to retirement or selling a...
As generational wealth transitions from founders to heirs, family offices face a pivotal challenge: remaining relevant and resonant with the next generation of trust beneficiaries. How well does the family office know the dreams and goals of the next generation of...
Many corporate trustees follow a rigid, one-size-fits-all approach that may not align with family offices’ personalized, high-touch service. However, the right corporate trustee can seamlessly extend the family office, offering objective trust administration...
America’s baby boomers are living decades longer than previous generations. However, that longevity comes with challenges as seniors age. From increasing health concerns to the heightened need for financial safeguards, it is imperative that older Americans...
