Managing your family’s wealth is a very important responsibility that can be very time consuming and requires financial expertise. LBMC Family Office has been taking care of some of Nashville’s most prominent families for more than 30 years.

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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.