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New Tax Rules Push Wealthy Families to Lower Taxed States

New Tax Rules Push Wealthy Families to Lower Taxed States

Feb 18, 2020 The 2017 Republican tax law is having a noticeable impact on where wealthy individuals and family offices are based. Taxpayers who collectively generated $32 billion in 2018 moved from high-tax to lower-tax states last year, according to a Bank of America Global Research analysis of income migration data. This interstate wealth migration is multiple times larger than any at any other time in the past 13 years.

China’s Shaky Economy Is Creating New Opportunities For Family Office Investors

China’s Shaky Economy Is Creating New Opportunities For Family Office Investors

Feb 11, 2020 China’s economy is expected to slow down considerably while its population ages rapidly. This shift in the world’s second largest economy could boost returns for family offices and institutional investors on Chinese government bonds, according to some experts.

Coronavirus: Investors Brace for an Economic Blow

Coronavirus: Investors Brace for an Economic Blow

Feb 4, 2020 Wealthy investors and family offices may have to brace themselves for a severe correction in global trade, travel and consumption as China’s Coronavirus outbreak reaches epidemic proportions.

The Engines Driving U.S. Wealth Creation

The Engines Driving U.S. Wealth Creation

Feb 4, 2020 The rapid rise of family offices and wealth management professionals is a reflection of the astounding rate of wealth creation in the United States. Despite China’s rise as rival wealth creator, the U.S. still dominates the world with the highest number of billionaires and millionaires, according to Wealth-X's 2019 Billionaire Census report.

Family Offices Encouraged to Review Estate Plans Under New SECURE Act

Family Offices Encouraged to Review Estate Plans Under New SECURE Act

Jan 28, 2020 Major changes to the United States retirement system come into effect in 2020. A shift in the way inheritances and retirement accounts are treated for tax purposes could compel family offices and wealth planners to shake up their estate plans.

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