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March 2018 Speaking Engagements

West Palm Beach, Fla. – April 10, 2018 Patricia McKay, Partner and Managing Director – Family Office, had the opportunity to speak at several events during the month of March.

March 27th – Committee for Economic Development’s 2018 Spring Policy Conference in Washington, D.C. Patricia McKay was a panelist in a session titled “Regulation […]

By |April 10th, 2018|Uncategorized|Comments Off on March 2018 Speaking Engagements|

Sons no longer the natural successor to family business

From The Sydney Morning Herald: http://www.smh.com.au/business/sons-no-longer-the-natural-successor-to-family-business-20141005-10q1iw.html

By |October 6th, 2014|Uncategorized|Comments Off on Sons no longer the natural successor to family business|

U.S. Trust Survey Finds Modern American Family Dynamics Complicate Wealth Management

 

http://www.businesswire.com/news/home/20140620005091/en/U.S.-Trust-Survey-Finds-Modern-American-Family#.U8RFWH_D_ct

By |July 14th, 2014|Uncategorized|Comments Off on U.S. Trust Survey Finds Modern American Family Dynamics Complicate Wealth Management|

U.S. Taxpayers With Secret Offshore Money Face New Risks And Options

Great article from Forbes regarding reporting of offshore accounts: http://www.forbes.com/sites/janetnovack/2014/07/02/u-s-taxpayers-with-secret-offshore-money-face-new-risks-and-options/

 

By |July 7th, 2014|Uncategorized|Comments Off on U.S. Taxpayers With Secret Offshore Money Face New Risks And Options|

T&C Family Office Group Launches Website

June 27, 2014 –T&C Family Office Group, a division of CPA firm Templeton & Company, LLP, launched its website this week to make information more readily available to its clients and prospects. T&C Family Office Group provides accounting and advisory services for private clients and family businesses. The Family Office Group site can be […]

By |June 27th, 2014|Uncategorized|Comments Off on T&C Family Office Group Launches Website|