The Family Wealth Governance Policy System

Published on November 19, 2025

The GPS provides a clear methodology for designing approaches that reflect a family’s unique aspirations.

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Payment of Attorney’s Fees by Trustees

November 19, 2025
The increase in litigation has placed fiduciaries at greater personal and financial risk.

Under Atkins, Report Finds Steep Drop in SEC Enforcement of Public Companies

November 19, 2025
Investment advisor/company and broker/dealer actions made up half of the enforcement cases filed in FY 2025, according to a report from Cornerstone and NYU.