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Longer life expectancies and financial pressures are prompting a general reassessment of traditional retirement. Attitudes among the wealthy have already shifted, with many planning to continue working even if they have little need to do so.

The authors offer insight into how to minimize the down side and maximize recovery in failed investments by providing an initial framework to ensure the right alternatives are identified and evaluated and the most appropriate courses of action are selected.

True wealth transfer focuses on the synergies of various forms of family capital. The authors support shifting the definition of "success" from the singular transfer of financial wealth to helping the family develop a plan that considers the family's human capital and its relationship to the sustainability of the family's financial capital.

Senior security, floating interest payments and covenant protection make these loans a unique asset class. Their historically steady returns, low volatility and negative correlation with investment-grade fixed income could enhance returns while reducing portfolio volatility.

Putting a financial value on social outcomes can help funders determine whether an organization is worth supporting, understand the impact that grantees are having and identify where organizations need help.

Family offices should develop an understanding of the requirements for health care benefit plans, implement the requirements on a timely basis and then continually monitor ongoing compliance.

KPMG's 2009 Individual Income Tax and Social Security Rate Survey is a cross-border survey of personal tax and social security rates with historical data from 2003-2009. The report covers 86 countries, concentrating on the highest level of personal tax payable to the central government. For ease of comparison, the survey has excluded, where possible, other taxes such as state and municipal taxes.

Despite the uncertainty regarding estate taxes, wealth owners still can take steps to ensure their estates are in the best possible position no matter what laws are passed.

Examining the impact of their behavior on the family client gives family office professionals insight into how to enhance their relationship with the family; it also highlights some of the ways in which their behavior may lead to unintended consequences.

Venture capital shows signs of recovery. Short-term returns have improved and investment volumes have increased to almost pre-crisis levels in the U.S. Analysis supports the notion that a vibrant VC market is conducive to technological progress and, thus, growth.