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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.

With so many priorities on the Biden administration’s tax policy agenda, the biggest question for businesses and individuals alike is: How will this impact me? Regardless of whether the administration accomplishes everything outlined in the Treasury’s Green Book, businesses and individuals must take a proactive approach to tax planning. In this Tax Policy Agenda Video Series, Todd Simmens and his guests explore the tax issues and the planning opportunities to help you prepare.

Although the events of 2020 were unexpected and hard to prepare for, having conversations about processes, assessing risks, and learning to practice decision-making with your family can help when crisis strikes. On this episode of Tolleson Insights, Richard Joyner shares his observations and the lessons learned over the last 18 months from working with families of wealth. He also shares the top three steps families can take to start their preparation process.

Never have there been such interest in all things ESG. The pandemic hit a reset button and prompted people to focus on what they see as most important, especially climate change and diversity and inclusion. With this shift in mindset, the momentum demanding real action is gaining strength. But before real action can be witnessed, companies need to be able to quantify these issues and track their progress—that’s why so much effort is currently being spent on raising the bar when it comes to ESG disclosures.

Although water damage is the most frequent cause of loss to luxury homes, most people don’t appreciate the specific impact it could have on them—and therefore don’t take proactive steps to avoid it. By anticipating and dispelling water damage assumptions and the myths up front, you can sidestep costly losses in the future. In these three videos, learn how automated and simple solutions can prevent or minimize water damage throughout your home.

Municipal bond investors may be concerned that periods of economic stress could result in states defaulting on their debt. This fear can be exacerbated by political rhetoric, by inflammatory reporting, or even by inherent suspicion of the efficacy of governments. Yet states have successfully managed through multiple economic contractions in the postwar era. As demonstrated in the past, most states will manage through this current recession using the tools available, making necessary if painful cuts in expenditures, and continuing to honor their obligations to their bondholders.

In many areas of the United States and Canada, every year brings the risk of wildfires, especially between August and November. However, there’s a lot you can do to prepare your home for wildfire season. In these three, short videos on wildfire readiness, learn to protect your home by understanding and avoiding the hazards of juniper bushes, Italian cypress trees, and bark mulch. And see how special types of vents can enhance your home’s protection throughout wildfire season.