Market Street Trust Names CEO
March 11 - 15. 2019
Market Street Trust Company has appointed its second CEO in 20 years. Kara Garner Pass will take over the roles of President and Chief Executive Officer in April, four months after the retirement of Marianne W. Young. Young’s successor previously served as the Managing Director and Senior Vice President of Tompkins Financial Advisors, the wealth management arm of publicly-listed holding company Tompkins Financial Corporation. She also served ...
Impact of Tax Cuts and Jobs Act on Family Offices
Feb 25 - March 01. 2019
The impact of the Tax Cuts and Jobs Act (TCJA) on family offices is unprecedented, according to Jason Michaels, Senior Manager, Private Client Services at global accounting firm RSM. The sweeping tax reform package was deployed in 2018 and its full effect now evident amidst filing season. TCJA was the biggest overhaul of the U.S. tax system in more than 30 years. “The new legislation has caused a significant amount of family offices to re...
Impact Investments and Aligning Family and Family Office Interests: Q&A With Michael Tiedemann
When Carl Tiedemann established Tiedemann Advisors in 1999, he wanted to offer clients two things: the freedom to fire their trustee and the flexibility of being deeply involved in the investment planning process. Tiedem...Read More
Key Considerations for Family Offices in 2019
The latest edition of MarketCurrents takes a forward-looking view of 2019. We interviewed panelists who attended MarketC...Read More
Investment Trends : October 2018
MarketCurrents’ second annual investment trends report brings you the highlights of an invite-only summit which gather...Read More