Paying bills and day to day money management shouldn’t distract from your busy calendar. LBMC Family Office will take on these day to day tasks, allowing your family the freedom to invest in quality time with one another.

Weiss

Mullenax

Cothran

Private Foundations: Avoiding Prohibited Transactions

Private foundations allow families to maintain direct control over the foundation’s investments and charitable activities. This article discusses five transactions private foundations should avoid.

When Should You Exercise Your Nonqualified Stock Options?

Nonqualified Stock Options (NSOs) are the most commonly used form of stock option. NSOs do not qualify for special tax treatments like incentive stock options, but they also have less restrictive provisions under the tax law.

An Introduction To The Family Office

Firms today offer what we call Multi-family Office services. They are helping many families with multiple services, ranging from bill pay only to a full concierge-type service.