Case Studies

Corner Office

Situation: Managing assets for families of extreme wealth comes with unique hurdles, including tax issues, asset location (where to most efficiently invest assets between taxable, tax deferred, and tax-exempt accounts), and asset ownership among various generations and legal structures. However, one of the greatest challenges is providing flexible yet comprehensive reporting to the parties of interest. One such family had many accounts in many different pla...

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ESOP Repurchase Obligation Funding

Situation: Employee Stock Ownership Plans (“ESOPs”) allow employees to share in the value of their company. These programs can be excellent ways to attract and retain employees and maintain a firm’s independence over multiple generations. One challenge facing ESOP companies is that as employees separate from employment, t...

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