Advisor Partnerships


Jurisdiction Comparison for Wealth Transfer Planning
Willow Street Group
For one reason or another, many families are reevaluating and modifying their fiduciary structures. To assist in these discussions, a reference summary of state laws is provided for consideration
Digital Executive Protection
360 Privacy
Trinity Davis and Tom Aldrich discuss digital executive protection and how to navigate the digital space in today's every changing landscape. 
Redefining Wealth in Business Families
In the family business eco-system, the impact of the pandemic on people and the planet have made the need for strong human and social capital even more pertinent. It has encouraged many business
What the FTC’s Proposed Ban on Employee Noncompete Agreements Could Mean for the Technology Industry
Foley & Lardner
The Federal Trade Commission (FTC) has recently turned its focus to employee noncompete clauses, with the agency announcing a proposed regulation that would implement a near-comprehensive ban across
Preparing Your Private Company for an Exit: A Board’s Role
Grant Thornton
In this time of turbulence in the marketplace, private companies eyeing an exit should concentrate on building internal efficiencies to get maximum valuations when the time is right. With a focus on
Governance: Sample Investment Committee Charter for XYZ Family
Cambridge Associates
For an investment committee to be effective, there must be a written committee charter that will help guide and add value to a portfolio. Following five core elements tailored to fit any family
How to Drive Automation Through a Wall of Recession
Grant Thornton
Intelligent automation has become a fundamental part of driving efficiency in business. To achieve the best ROI even in an economic downturn, start by understanding the automation capabilities and
Economic Pressures Can Crystalize Digital Transformation
Grant Thornton
There’s a surging demand for smarter solutions across every aspect of business. And digital transformation promises results in the face of economic pressures and budget cuts. While there may be
Seven Technology Industry Predictions for 2023
After a turbulent 2022, the technology industry is facing another busy year ahead amid a shifting M&A environment, widespread layoffs, and an increased focus on corporate governance. We analyze
Shifting Power to Shift Systems: Insights and Tools for Funders
Rockefeller Philanthropy Advisors
Philanthropy continues to wield disproportionate power today. However, a more nuanced conception of shared power has emerged and has spurred an increasing number of funders and ecosystem partners to