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Stewarding Succession for Family Offices
Published on March 4, 2026
The high-impact areas that matter most.
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Other news
Mercer Global Advisors Launches Women & Wealth Practice
March 4, 2026
The $96 billion RIA promotes Laura Combs to lead the new group of advisors specializing in female clients, citing women as the fastest-growing wealth segment.
No Charitable Deduction for Transfer of Non-Voting Interests in LLC
March 4, 2026
IRS cites multiple reasons, including a lack of economic substance