Resource Search

Some executives approach governance and compliance as obligations. But the real payoff comes when those efforts strengthen resilience, which is no longer just a defensive shield. Instead, it’s a performance advantage that can also better position companies to anticipate disruption and act decisively when it strikes. Focusing on efficiency and profitability, this report explores the five traits powering stronger performance and how resilience drives business results.

For many families, the holidays provide a natural opportunity to reflect on how philanthropy fits into their shared story. Conversations often turn toward legacy, impact, gratitude, and how giving can be more intentional and connected across generations. Whether your family has an established foundation or is still exploring how to give together, there are five best practices for meaningful family engagement in philanthropy that can help create a more inclusive, sustainable, and fulfilling approach.

As children grow, they’re continuously learning—both in and out of the classroom. For families of wealth, these moments of growth offer powerful opportunities to introduce lessons that go beyond academics: lessons in values, generosity, stewardship, and the true meaning of wealth. Here, we outline an age-by-age framework designed to help families of wealth nurture confidence, character, and curiosity across generations.

The professionalization of the family office is a continual trend that has been gaining momentum with the rising tide of data, new technology, and increased expectations. The shift is a natural evolution—one that strengthens the family office’s ability to sustain and grow wealth across generations. By leveraging institutional-grade investment practices and operational guidelines, learn what actions you can take that will do the most to facilitate the successful evolution and modernization of family offices.

Having the right insurance coverage is often a challenge for high-net-worth individuals and families, who have unique financial and lifestyle challenges and needs that include securing coverage for their directors and officers, complex and diverse assets, cybersecurity, and more. In this interview with Ethan Lenz, partner and chair of the Foley & Lardner’s insurance practice group, learn more about the unique insurance considerations and risks that go beyond the standard insurance policies in the marketplace.

Both rollover equity and management-equity incentives have become increasingly common during the sale process of a business, especially when selling to a financial investor like private equity or a family office. As a result, owner-operators pursuing a liquidity event should become familiar with these incentives and five key concepts—including impact on business valuation and oversight—that can help keep them committed to the company’s success while aligning the long-term financial interests for the next sale.

Introduces why and how systems thinking can reshape impact investing strategy and practice. It outlines six key shifts—ranging from valuing broader perspectives and reimagining capital deployment to enhancing measurement for systematic impact—and offers practical strategies and real-world examples from organizations already applying these approaches.

This Playbook offers a flexible and practical set of tools to help investors and their advisors apply systems thinking to impact investing strategy, implementation, and measurement. Building on the Primer, it presents a curated collection of tools—diagnostics, worksheets, and planning materials—that can be used independently or in combination.

After a brief hiatus, thematic ETFs—Exchange Traded Funds, or baskets of stocks and companies focused on a narrow theme, trend, or concept—are being aggressively marketed by the investment management industry again.

Driving offers freedom and flexibility, but it also comes with real risks—especially for younger generations facing higher accident rates, rising repair costs, and escalating premiums. This guide explains today’s auto insurance market in clear terms and outlines the types of coverage available, from liability and collision to comprehensive and gap insurance. It also offers practical steps for reducing risk, managing costs, and knowing when to update your policy.