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Cyber threats are seen as the third most impactful risk to businesses over the next three years, after the cost of capital and economic downturns, respectively. Threat actors are not only deploying new tactics using generative artificial intelligence (AI) to conduct more targeted and sophisticated attacks, but they are also advancing familiar threats like ransomware with increased severity. The evolving regulatory landscape and the increasing adoption of cloud software also pose new challenges for cyber leaders.

Although private equity (PE) has been grappling with high interest rates, PE funds and their portfolio companies are marching forward. With inflation moderating and expectations for a rate cut, there is growing cautious optimism for improved PE M&A activity. This Private Equity Survey by BDO polled 484 U.S. PE fund managers and operating partners and 208 CFOs of U.S. portfolio companies to uncover their strategies, concerns, and overall pulse.

Engaging and preparing the rising generation is often top of mind, as the wellbeing of future family leaders is of great concern. Setting out to understand the needs and wants of the rising generation, this research tapped into the wisdom and experience of 55 families, 28 future family leaders, and 38 family office executives.

Even the most enthusiastic and driven donors often become overwhelmed and anxious, causing them to put off, stall, or curtail their giving, which in turn, hinders impact and strips the joy out of philanthropy. In this report, we explore the behavioral science behind the ten most common barriers to giving—such as too many choices, fear of uncomfortable family dynamics, and lack of urgency—and provide effective and actionable ways for you to overcome those barriers.

If you’re philanthropically inclined, you can contribute your life insurance to a 501(c)(3) public charity, like a donor-advised fund. There are two primary methods to contribute life insurance to charity, and each one has different timing and tax benefits. Using a case study, the two options illustrate how donations can maximize the charitable impact.

The prominent role of passive strategies in the investment management industry raises the question of how to best utilize active and passive in portfolios. As the research shows in this paper, there are advantages with an investment strategy that combines both active and passive management in the portfolio construction process, while recognizing that each investor will approach investing with a unique set of risk and return goals. The combination strategy will also require strong manager due diligence, an understanding of when active vs.

Whether it’s for a yacht, aircraft, car collection, or artwork, successful individuals often seek guidance when it comes to financing, owning, and transferring their “toys.” Depending on what you purchase, you may have unique titling, tax, and insurance considerations. When you’ve had your fun and are ready to pass on your toys, be sure to include specifications in your estate plan.

The close of each economic cycle and the start of the next carry a unique set of circumstances and challenges. From the vantage point of the depths of the decline, the conditions needed to produce a new expansion can appear daunting. Yet, a signal feature of the U.S. economy, one that has persisted since World War II, has been its ability to shake off the troubles of the failing cycle and ably power into a fresh expansion. In this Capital Markets Forecast report, we look at how to best mitigate today the long-term investment risk of a possibly retreating U.S. economy tomorrow.

Typically, investors focus on more traditional asset classes, like stocks and bonds, where information is often readily available and digestible. Sometimes, however, sophisticated qualifying investors increase their capital allocations to private markets for reasons they believe are compelling enough to make it worth taking the risk. This primer will provide an introduction to private markets investing, explore key reasons behind why investors allocate capital to the asset class, and evaluate some of the key risks and challenges that potential investors should consider.

Despite the hurdles and distinct challenges that come with adding private markets to an investment portfolio, many of the most sophisticated institutional investors are allocating to private markets. Historically, the asset class has generally outperformed public markets due to a range of factors, including the broader investment landscape, information inefficiencies, and operational control. Fueled by a less efficient market and significant operational control, private markets are likely to continue their track record of outperformance.