Beyond the 183-Day Rule: The Closer Connection Test Under Puerto Rico Act 60
Many investors exploring Puerto Rico Act 60 focus heavily on one number: 183 days. For individuals seeking relocation, the presence […]
Financial Planning
From Satellite to Core: How Alternative Investments Are Changing Wealth Management
For much of the past several decades, wealth management followed a familiar script: public equities for growth, fixed income for
From Boutique to Institutional: The 2025 Evolution of Family Office Operating Models
Executive Summary Family offices entered 2025 facing greater complexity—rising geopolitical tension, shifting tax and regulatory frameworks, market volatility, and slower
Por qué podrías calificar para una Multi-Family Office
Durante años, se mantuvo la idea de que solo las familias con $100 millones o más podían acceder a los
Why Families in Miami and Puerto Rico Choose Family Offices Over Private Banks
Affluent families and individuals in South Florida (especially Miami) and Puerto Rico are increasingly shifting from traditional private banking to
Establishing Bona Fide Puerto Rico Residency Under Act 60: The Presence Test
Puerto Rico’s Act 60 offers substantial tax incentives, including exemption from U.S. federal tax on Puerto Rico–sourced income. To qualify,
Semi-Liquid Funds: Current Status and Future Outlook
Semi-liquid funds are rapidly reshaping access to private markets by offering periodic liquidity alongside exposure to private credit, equity, and
Why You Might Already Qualify for a Multi-Family Office
For years, the idea persisted that only families with $100 million or more could access the benefits of a family
Venture Capital 101: A Practical Guide for Family Offices
Over 40% of today’s Fortune 500 companies began as venture-backed startups, from Apple and Intel to biotechnology pioneers that transformed
Student Loan Forgiveness: From Biden to Trump
The pendulum of U.S. student loan policy has swung dramatically in just a few years. Under President Biden, the focus