Publications

Family Offices: Yesterday, Today and Tomorrow

A review of some hot topics

David S. Rosen and Bobbi J. Bierhals

July/August 2025, pp. 58–63. Published online July 18, 2025.

Family Offices

Tax Management Portfolio 880-1st

David S. Rosen, Brian J. O’Connor and Christopher S. Davidson

2023 · Available through Bloomberg Tax.

PPLI: The Only Asset Without a (Tax) Tradeoff

David Rosen

September 8, 2026 · LinkedIn newsletter