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It is important for families to develop a comprehensive risk management strategy as they navigate the blessings and burdens, as well as the choices and challenges, that come with significant wealth. This piece focuses on the potential insurance risks and costs associated with life's milestones and possessions.

Selecting the right trustee is one of the most important decisions a grantor will make. The role of trustee has evolved significantly over the 21st century, and today’s trustee needs to recognize that a trust is rooted in a human relationship, not just a legal one. When selecting your trustee, look for the 7 traits to help you select the right one for you.

The college application process is the culmination of everything you've spent time working on throughout high school. Remember that planning ahead and breaking the process down into smaller steps will make it much more manageable and straightforward. Follow this path to navigate the road to college with great clarity and success.

For families with significant wealth, a new IRS Revenue Procedure could result in millions of dollars in tax savings. The procedure makes the Deceased Spouse Unused Exclusion available up to five years after the death of the first spouse of a married couple.

Transformation is not a new idea in the world of family businesses, but it has taken on a new meaning in the post-pandemic environment that has challenged the old way of thinking. Recognizing the need to transform, family businesses are keeping their minds open and turning emerging trends into the drivers of their future growth and success.

Every year, college application rates continue to rise at the most selective colleges in the country, and the admissions process only becomes more competitive. In order to stand out as a top student, plan to dedicate your summers to these immersive and impactful experiences.

While there are many ways for a high school student to gain meaningful experiences during the summer for college, one excellent way is to attend a pre-college program. Learn how can you choose the right summer program.

While China has denied engaging in espionage efforts as outlined in the joint warning from the U.S. and British law enforcement agencies, it is crucial for businesses to defend against the threat and the cybersecurity attacks that can come at any time from any nation state threat actors. Businesses of all kinds should consider immediate and ongoing actions to protect their intellectual property and critical infrastructure activities, beginning with reviewing patching policies and procedures.

Both successful business leadership and portfolio management depend on many similar traits, including conviction, expertise, hard work, and teamwork. But to be successful as an investor over the long run also can require some fundamental adjustments in mindset and direction. In making this transition, five recommendations are presented for those looking to build an investment framework that can be as successful and personally rewarding as building a business.

Diving deep into the metrics from more than 1,270 data security incidents, this one-of-a-kind report features actionable insights and checklists to help companies improve their data security measures and operational resilience. Key findings reveal ransomware remains front and center; companies are becoming more resilient after making investments in security enhancements; a change in the risk landscape with the use of cloud assets; and e-crime continuing with a surge in wire fraud.