In the high-stakes arena of estate planning, the **Family Limited Partnership (FLP)**—and its modern cousin, the Family Limited Liability Company (FLLC)—remains the premier vehicle for centralizing asset management and minimizing transfer taxes. While trusts are…
One of the paradoxes of wealth is that while Ultra-High-Net-Worth (UHNW) families have vast liquidity, their heirs often struggle to access capital efficiently. A beneficiary may have a beneficial interest in a $50 million trust,…
We are currently standing at the precipice of the largest intergenerational wealth transfer in human history. Over the next two decades, an estimated $84 trillion will pass from the Baby Boomer generation to Gen X…
For the Ultra-High-Net-Worth Individual (UHNWI), the digital world is a double-edged sword. While it enables global connectivity and efficient asset management, it also creates a massive, porous "attack surface." In 2025, the greatest threat to…