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Once a niche market within the investing environment, the idea of vision investing—the integration of values-alignment, investing with impact, and ESG into an investment process—has gone mainstream. In this special report, learn more about investing with a purpose and the challenges that are emerging as this landscape evolves.

Under Section 663(b) of the Internal Revenue Code, any distribution by an estate or trust within the first 65 days of the tax year can be treated as having been made on the last day of the preceding tax year. Using this rule to treat any distribution by an estate or trust can provide a possible opportunity for tax savings.

Enterprising families are acutely aware of the threats and opportunities that influence their sustainability. Through the data and insights gained from this report, we aim to deepen the collective understanding and importance of the next generation and their hopes and intentions when it comes to their family business and legacy. This report also includes key questions and insights on the transition of ownership, including intentions, timelines, and perceived barriers to and within family ownership transition.

While the climate crisis seems bleak, there are opportunities for a sustainable future with strong economic growth and prosperity, led by innovation and technology. It sets the stage for climate tech, where there is ample capital available to companies working on solutions for climate-related issues. In this report, we take a closer look at the risks, fundraising and investments, and the trends in this climate tech space on the path to sustainability.

Through interviews with dozen of donors, Legacy in Family Philanthropy: A Modern Framework, explores big concepts, such as how the ever-evolving idea of legacy relates to values-driven giving and a commitment to impact. While it offers an overarching framework and legal considerations, this companion workbook provides stories, practical tips, and discussion starters for families and donors.

Private equity has been an established asset class for institutional and private investors for well over two decades. The potential for outsize returns and exposure to the most exciting and innovative companies continues to drive investors toward the asset class.

We are currently experiencing one of the longest periods of U.S. dollar strength in the last 50 years, leading some to question if it’s time for a reversal. Learn what drives the dollar and how it impacts various asset classes and influence portfolio positioning.

As family offices consider their tax planning strategy, it is important for their tax attorneys, financial executives, and legal team to conduct an analysis of the Biden Administration’s Tax Proposal. This guide and in-depth review, which includes an overview of the proposals impacting high-income taxpayers, will help you prepare for the changes.

If you’ve decided to purchase a home, whether you are a first-time homebuyer or you’ve purchased before, you need to familiarize yourself with the homebuying process. Once you understand the steps and know what to ask, buying a home can be a seamless and rewarding experience.

When it comes to an investment strategy, it is important to consider the tracking error (TE) as it allows investors to quickly get a sense of how much deviation from a stated benchmark they could expect. This guide offers a brief explanation of the TE concept and descibes how it can be used to establish benchmark-relative performance expectations, and concludes with some statistical detail and common misconceptions. We'll also discuss the differences between realized and predicted TE.