Publications

Generative AI: Revolutionizing Professional Services For Wealthy Families
Legal Update, Artificial Intelligence in Law, Wealth Planning Matthew Erskine Legal Update, Artificial Intelligence in Law, Wealth Planning Matthew Erskine

Generative AI: Revolutionizing Professional Services For Wealthy Families

The integration of Artificial Intelligence (AI) into professions like law, accounting, and investment management has been evolving over several decades, with significant acceleration in recent years. Here's a brief overview of AI's impact on legal matters.

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The Corporate Transparency Act: Changing the Way Families Doing Business in the United States Think About Confidentiality and Data
Legal Update, Family Business, Federal Regulations Matthew Erskine Legal Update, Family Business, Federal Regulations Matthew Erskine

The Corporate Transparency Act: Changing the Way Families Doing Business in the United States Think About Confidentiality and Data

On January 1, 2024 – and family businesses that are either US entities or are registered to do business in the US need to make preparations for reporting under the Corporate Transparency Act or face fines and even potential jail time. For many, this act has flown under the radar, and family enterprise advisors should begin helping their clients understand the implications now

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