Wealth Management

Corporate & Legal Structure

Entity Selection: LLC vs. C-Corp vs. S-Corp

I. Introduction: The Operating Layer Every wealth-generating activity (a tech startup, a real estate portfolio, or a con...

By Dag Ström

Jan 18, 2026

Corporate & Legal Structure

What is a Holding Company?

I. Introduction: The CEO Mindset When most people start a business, they simply register an LLC and start selling. When...

By Pere Llopart

Jan 18, 2026

Corporate & Legal Structure

Trusts Explained — Revocable vs. Irrevocable

I. Introduction: What is a Trust? A Trust is not a building or a company; it is a fiduciary relationship. It is a legal...

By Gemino Rossi

Jan 17, 2026

Family Office & Governance

Family Governance — The Family Constitution

I. Introduction: The Crisis of the Third Generation There is an old adage found in nearly every culture: "Shirtsleeves t...

By Квітка Соловйова

Jan 18, 2026

Family Office & Governance

Fiduciary Duty — The Role of a Trustee

I. Introduction: The Weighted Crown In the previous entry, we built the "Fortress" (the Trust). Now, we must appoint the...

By Vasile Îmbrățișe

Jan 18, 2026

Family Office & Governance

Intrafamily Loans & AFR Rates

I. Introduction: The Power of the Private Lender In a traditional financial system, if a child wants to buy a home or st...

By Gero Krock

Jan 18, 2026

Family Office & Governance

DAF vs. Private Foundation

I. Introduction: The Strategic Giver In the "Fortress" model, philanthropy serves a dual purpose. Externally, it allows...

By Colette Pilote

Jan 18, 2026