Blog & Insights 

As family wealth becomes increasingly global, diversified, and multigenerational, the role of the family office is evolving well beyond its traditional administrative function. Today, a sophisticated family office often serves as a central governance platform through which families coordinate ownership, decision-making, succession, risk management, and long-term stewardship of assets across multiple jurisdictions. Managing investments, holding structures, operating businesses

A new annual tax on high-value secondary residences reinforces the importance of reviewing cross-border ownership structures. The State of New York has approved new legislation introducing the Pied-à-Terre Tax (PAT Tax), a measure expected to significantly impact owners of high-value residential properties located in New York City. Although primarily directed at luxury second homes, the new tax represents another important development within the broader context of internation

For many individuals and families, wealth planning only becomes a priority when a significant event occurs. A cross-border relocation, the sale of a business, the acquisition of foreign assets, a succession event, or a change in tax legislation often triggers the realization that existing structures may no longer provide the protection or efficiency they once did. By that stage, however, the available planning opportunities may already be limited. The most effective wealth pl