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Families can face a deluge of competing challenges when managing their wealth which is why successful families rely on an ‘expert generalist’ to safeguard their interests. Ultra-high net worth (UHNW) families often, despite their good fortune and abundance of resources, struggle with a myriad of challenges associated with wealth management. This article outlines why the role of a family office "quarterback" is vital to families, what to look for in an ideal candidate, and where to look.

On September 15, 2015, the SEC issued a new Risk Alert on cybersecurity that registered Broker-dealers and Investment Advisors need to review closely. This latest alert by the SEC's Office of Compliance Inspections and Examinations (OCIE) follows an announcement in April 2014 that it would examine the securities industry to identify cybersecurity risks and assess preparedness of Advisors and Broker-dealers. The initial findings from these exams were published in February 2015.

With a significant number of private equity groups (PEGs) working to succeed in this market, it has become increasingly difficult to identify targets poised for significant growth based on financial analysis alone.

Debt continues to grow. In U.S.-dollar terms the debt of states, corporates and private households has increased by roughly 50 percent since 2007. This rise has led to concerns about a renewed debt crisis. A closer look reveals that both the growth and composition of debt differs between regions. Also, countries vary in their ability to take on and service debt. Should these be areas of concern?

The Senate Foreign Relations Committee held a hearing recently on eight proposed tax agreements: tax treaties with Chile, Hungary and Poland, and protocols amending US tax treaties with Luxembourg, Japan, Spain, Switzerland and the Convention on Mutual Administrative Assistance in Tax Matters. Treasury Deputy Assistant Secretary for International Tax Affairs Robert Stack testified at the hearing, noting it had been over five years since the full Senate had last given its advice and consent to a tax treaty, and urging Senate action.

The SEC has issued a new risk alert on cybersecurity that registered broker-dealers and investment advisors need to follow closely. The SEC’s Office of Compliance Inspections and Examinations pointed to six broad categories in the alert, which was released on September 15.

Squeeze, Freeze, and Burn. It sounds like an odd phrase, but it is actually a term used to describe a highly effective estate planning technique. It’s so effective, in fact, that as early as this September the IRS is expected to change some of the rules governing the “Squeeze” aspect—but more on that later.

Looking back on a calendar year in which the S&P 500 outperformed the rest of the world by nearly 18% percent, many U.S. investors are perhaps wondering why they should venture outside of their home market. Add recent headlines from abroad, including talk of geopolitical instability, a Greek exit from the Eurozone, and a stock market bubble in China, and you start to see investors clicking the heels of their ruby red slippers, hoping for a return home to Kansas.

Marriage, a new baby, a teen’s first car, a student going to college, retirement — many of life’s major events can affect not only your life insurance and estate plans but also your property and liability insurance. This article discusses several key life events and how those events impact insurance coverage.

Those in the public eye have both the blessing and burden of a complex lifestyle, and it’s imperative that they have the proper insurance program in place to protect what they’ve earned. This articles discusses the pros and cons of enhanced insurance coverage for a number of valuable assets, which includes yachts, art and even the identity of affluent individuals in the public eye.