Matthew Erskine

The OpenAI logo is being displayed on a smartphone with an AI brain visible in the background, in ... [+] this photo illustration taken in

As societal challenges grow more complex, the need for innovative and impactful strategies in philanthropy has never been more pressing.

For ultra-wealthy families, establishing a private trust company has long been an option but for most trustee selection is a challenge.

Trust word written on wooden block. Building trust business concept.

generative ai word on world map. concept showing artificial intelligence creative mind for generat ... [+] music, image and speech.

The Corporate Transparency Act sparked a debate on balance between regulatory oversight and constitutional freedoms. This District Court ruling while a triumph for small business interests and constitutional advocates, also prompts reflection on the future of anti-money laundering measures.

The recent case National Small Business United v. Yellin suspends enforcement for the plaintiffs, but not of anyone else.

As part of the ongoing anti money laundering drive, FinCEN has turned its eye to gifts of residential real estate in trusts and other entities and proposes requiring beneficial ownership reporting.

Succession planning concept. Wooden figures and arrows. When asked about succession planning, many people outside of a family business think

Compass on top of a pile of US dollar bills isolated on white background.