Compound growth over time—uneroded by taxes—is key to amassing substantial wealth, and that’s where dynasty trusts come in. It’s designed to minimize taxes over multiple generations. When done correctly, dynasty trusts can leave an enduring and significant financial legacy for generations to come.
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In this report, discover the emerging trends redefining the retail industry. With a deeper exploration into the changes that COVID-19 caused in commerce, it becomes clear that retail is at the forefront of a significant reimagination and primed for innovation. All this change, including the reintroduction of the omnichannel, has caught the attention of investors.
“Location, location, location” has long been the mantra of the real estate and, by extension, construction industries, but the global pandemic is upending how this philosophy has traditionally been interpreted. The effects of remote work, online shopping and the continued decline in business travel, among other phenomena caused by the pandemic, are forcing owners and investors to ask, “Does location even matter anymore?” Key sectors may point to an answer.
The automotive industry is experiencing a convergence of disruptions unlike any seen since 1910. Autonomous, connectivity, electrification, mobility, and subscription business models are reshaping the automotive industry and creating a frenzy of activity. For investors interested in the rise of the electric vehicles, this report explores the market for it and the significant headwinds that may slow the pace of the electric vehicle transition.
Through the lens of the middle market and 600 U.S. CFOs across six industries, this BDO survey research shows there is optimism on growth prospects in the year ahead while recognizing success will require adaptation and agility. New priorities are in play for businesses and their stakeholders alike. Profit no longer has primacy over purpose, and impact has earned a seat at the table in a post-pandemic environment. The most ambitious companies will accelerate out of recovery with a more inclusive and sustainable growth strategy.
Diversification is an easy concept to adopt but a hard concept to maintain, particularly when there are extreme periods of concentrated market leadership. While US large caps have outperformed non-US equities over the past decade, the outlook and rewards are different when taking the long-term goals approach with non-US equities.
Cyber-attacks at all levels are not a new phenomenon, nor do the Russians have a monopoly on them. While the Russia/Ukraine crisis is at the forefront, it won’t be the last global event that family offices will need to address when cybersecurity is involved. Family offices, executives, and enterprises can take actions to help alleviate the cyber-attack risk when it comes to cyber retaliation from Russia or other state-sponsored cyber-attacks.
The notable increase in consumer prices has sparked concerns around the effect of inflation on investor’s portfolios, wealth plans, and ability to fund goals. For investors, the best offense remains a good defense, and it is not too late to revisit your portfolio with an eye toward protection against the impact of inflation. We answer nine questions on fortifying your portfolio and wealth plan in the face of uncertainty.
People care about ESG, want ESG outcomes and will make major decisions on where to invest, where to work, and what to buy based on those outcomes. So, when companies make claims about their ESG performance, it should be easy for stakeholders to verify those claims. But the reality is that ESG reporting is often opaque, subjective, and even outright fraudulent. This report provides an in-depth look at the issues and offers guidance on avoiding fraud and how to develop a sound ESG reporting process.
In the post-pandemic work environment, having an objective tally of employee wants and desires can be a valuable tool for companies to gauge what American employees really expect. In this survey of 1,584 Americans who worked full-time and received benefits as part of their pay, we learned that employees are taking charge of what they want from their employer and are pushing for flexibility in when and where they work. Other key findings are uncovered and point to how companies may need to re-examine workplace policies.