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SS&C Blog

Our thought leadership on financial & health technology solutions. Read the latest on industry trends, newest product features, and how to optimize your workflows for results.

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BLOGS. July 24, 2025

A Comprehensive Tax Guide for U.S. Family Offices

Family offices play a crucial role in managing and preserving the wealth of ultra-high-net-worth families. However, navigating the complex tax landscape can be a significant challenge for these entities. With the growth in private wealth and a rapidly evolving economic environment, tax efficiency has become integral to preserving wealth across generations. Our "A Tax Guide for U.S. Family Offices: Navigating Today’s Complex Landscape" whitepaper examines key areas family offices must consider to develop effective tax strategies and minimize liabilities.


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BLOGS. September 9, 2024

Product Strategies Align

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