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  • 16 Aug 2018 by Brooke Morimoto





    Enterprising families often have rituals that bring joy, connectedness and stability to their members. Unfortunately, these families can also breed practices that are destructive to the cohesion of the clan. One such practice is the avoidance of difficult conversations, which over time creates taboo topics in a family, their businesses, or both. Often parents, children or others in the family or business do not know how to approach subjects that cause friction, tension or hurt feelings, so that over time, these subjects simply become "undiscussable."

    Undiscussable topics are the subjects that a family is unable or unwilling to talk about in an open, honest and candid manner.


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  • 16 Aug 2018 by Brooke Morimoto



    Investors have deserted active strategies en masse since the Great Financial Crisis and have replaced them with passively-managed portfolios. One cannot fairly and confidently attribute millions of decisions and billions of dollars’ worth of flows to any single cause. That said, conventional wisdom holds that the key force behind this huge trend has been a notion that paying active management fees for market-matching or even below-market returns was counterproductive.


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  • 16 Aug 2018 by Brooke Morimoto




     The Family Wealth Alliance (“The Alliance”), a leading voice on trends and developments in the family office community, announced today finalists for its Best in the Industry Awards.  Winners will be presented awards at the organization’s 15th Anniversary Awards Gala, being held in connection with its annual Alliance Fall Forum in Chicago at the Union League Club, October 16-18.

    "Because of the role The Alliance plays within the family wealth industry, we have enjoyed a unique vantage point from which to identify the trailblazers among us,” commented Thomas R. Livergood, Family Wealth Alliance Founder and Chief Executive Officer.  He added “In our 15th anniversary year, this Awards Gala is our opportunity to honor these leaders and celebrate their many contributions to our evolving industry."


    View Finalist Here & join us at the awards gala on October 17th 


  • 16 Aug 2018 by Brooke Morimoto




    The Tax Cuts and Jobs Act (TCJA) created a new 20% deduction for qualified business income to reduce the tax burden on sole proprietors, the owners of S Corporations and partnerships and certain trusts and estates and their beneficiaries. On August 8, 2018, the Department of the Treasury (Treasury) issued proposed regulations interpreting the new provision. Taxpayers should take careful note of the new regulations as the pass-through deduction is effective for tax years beginning after December 31, 2017.


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  • 16 Aug 2018



    Having a sound security plan is not just about perimeter walls, tall fences and two Dobermann Pinschers in the front yard. When it comes to protecting what matters, you must have a practical, common sense approach to physical and digital security.

    The relationship between physical security and digital security is nothing new. In 2017, Wall Street Journal editor and reporter Ben DiPietro interviewed Imad Mouline, Chief Technology Officer at critical communication services provider Everbridge, Inc. Mouline detailed how physical and digital security teams are coming together to protect not just people but also their personal devices. This integration provides the ability to react to potential threats with more efficiency, he said.

    Recognizing a convergence of physical and digital security and having a plan to reduce the risk of a breach is the best path forward to protect your home from potential threats.

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  • 02 Aug 2018 by Brooke Morimoto




    Prenuptial agreements are a commonly stated area of anxiety for both children and parents in wealthy families. They’re complicated – this article does a great job explaining some of the different forces at play in these situations. At Matter, we have seen prenup-related discussions play out many times with a variety of outcomes. As a trusted thought partner for our clients, we have participated in these discussions and provided counsel to families, collaborating with their other advisors throughout the process. There’s no question that helping a family handle prenups, as well as other key milestones, is a great example of how a multifamily office can provide support and value.


    Read more here