Category Archives: Changes in legislation

Navigating Change: How Recent Philanthropy Legislation Impacts Family Offices In recent years, the landscape of philanthropy has been undergoing a significant transformation, driven by new legislative measures that seek to enhance the efficacy and transparency of charitable donations. For family offices—private wealth management advisory firms that serve ultra-high-net-worth families—these changes bring both challenges and opportunities.…

As the regulatory landscape continues to evolve, family offices managing substantial assets must stay abreast of new employment laws that could impact their staffing strategies. Employment laws are becoming increasingly complex, and with change comes the necessity for careful navigation to remain compliant while ensuring that staffing decisions align with the broader organizational goals. This…

Navigating Change: How New Immigration Laws are Reshaping Global Family Offices In an increasingly interconnected world, family offices have emerged as crucial players in managing the wealth and affairs of high-net-worth families. These private wealth-management advisory firms cater to the complex needs of affluent families, providing services ranging from investment management to estate planning. However,…

As we step into 2023, significant changes in real estate tax laws are affecting various stakeholders, including family offices. A family office, which serves affluent families by managing their wealth, investments, and personal affairs, must stay updated on evolving tax regulations to protect its assets and maximize tax efficiency. In this article, we’ll explore the…

The world of finance is undergoing a seismic shift. In recent years, cryptocurrencies have emerged from the shadows of speculative trading to capture the attention of institutional investors, particularly family offices. As wealth-holding entities that typically manage the assets of high-net-worth families, family offices are increasingly looking to diversify their portfolios with alternative investments such…

Navigating Change: The New Capital Gains Tax Laws and Their Impact on Family Office Investment Strategies In a rapidly evolving economic landscape, family offices, which manage the wealth of high-net-worth individuals and families, are facing a significant shift in taxation policies. The recent changes to capital gains tax laws have sparked discussions and necessitated strategic…

Navigating Change: Recent Legislative Updates on ESG Requirements Impacting Family Offices In recent years, environmental, social, and governance (ESG) criteria have increasingly become central to investment and management strategies for family offices. As global awareness around sustainability, social responsibility, and stewardship grows, so too do the legislative frameworks that shape how these entities operate. Family…