Liesel Pritzker Simmons, principal and co-founder of Blue Haven Initiative, and her mom Irene Pritzker, president of the IDP Foundation, have built innovative family philanthropy efforts. In this Family Philanthropy Speaks episode, hear how Liesel and Irene have learned alongside one another while forging their own identities as impact investors and change agents.
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Going from rising stars to fallen angels, a record number of corporate bonds were downgraded to high-yield status in 2020. Against a backdrop of economic expansion and the credit markets entering a multiyear upgrade cycle, see how a turnaround can happen for corporate bond investors.
Death isn’t something many want to think about, but estate planning is a complex topic with consequential decisions. Tolleson Wealth Management President Richard Joyner discusses what to think about and how to select a trustee in this episode. Listen to the next episode to learn about the five principles families should consider when choosing a trustee.
A trustee’s job is to carry out the intent of the trust creator, using the trust document as a roadmap. Trustees and beneficiaries must work to build a mutually beneficial relationship to ensure long-term success. In the latest Tolleson Insights podcast, President Richard Joyner provides a road map on the five principles families should consider when choosing a trustee.
Real assets, like income-producing ranches, provide a hedge against inflation, and are an attractive investment for a diversified portfolio when managed correctly. With the right business plan for your ranch investment and enterprise, you can build the resiliency needed to capitalize on it.
While marijuana is still illegal under federal law, what was previously considered a forbidden substance is now part of the mainstream. As public policy evolves, risk professionals must stay abreast of legal and political developments, review and update existing workplace policies, and carefully handle any workers’ compensation, employment practices liability, and other insurance claims in which marijuana use may play a role.
With an ever-growing number of investors looking to incorporate their environmental, social, and governance (ESG) principles into their portfolios, responsible investing is no longer a niche investment approach—it’s mainstream. By understanding the choices available, investors can meet two interrelated primary objectives for their ESG goals: trying to influence companies to behave better and controlling what kind of companies they own.
Family offices are a key target for cybersecurity breaches and, with many organizations requiring their employees to work remotely due to the COVID-19 pandemic, the risks have only increased. With cyberattacks on the rise, many family offices are focusing their attention on how to protect themselves. Here’s a look at some of the most common types of cybersecurity breaches and what family offices can do to stay safe.
Successfully transferring wealth to the next generation requires healthy and open communication within a family. In this Insights episode, learn how philanthropy can create the unique opportunity for families to do this by sharing values, making decisions, and giving back together.
The reopening economy hasn’t come without drawbacks—but compared with last year’s headaches, bond investors can expect a much less dramatic second half of 2021.