Responsible investing has taken the investment field by a storm and become mainstream. Looking ahead, investors continue to be particularly interested in two predominant ESG themes that have been main points of focus for the past several years: the climate and diversity.
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Cyberattacks are impossible to completely prevent and the consequences of a data breach can be devastating. In addition to information and finances lost, breaches can result in downtime and reputational damage that can set your company far behind competitors. If your organization has experienced a cyberattack, there are three things that can be done to help you make it through the data breach and come out stronger than before.
As families transition into another year navigating the pandemic’s unknowns, the need to prepare for succession and practice decision-making is greater. In this Tolleson Insights podcast episode, Richard Joyner shares why prepping for a family’s future and helping eliminate the “what would happen if…” is essential.
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.
Investors may not be able to control the markets—but they can control their risks, values, and taxes. Find out how the rise of direct indexing makes it possible.
At the turn of the fourth quarter, it was safe to call 2021 a record-breaking year with $88B raised by US venture capital funds and the US VC dry powder at an all-time high of $212B. While the dizzying pace of investment is expected to slightly slow down in the coming months, the innovation economy is by and large healthy, even as the ecosystem faces some macro headwinds.
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.