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For charitably minded individuals, cryptocurrency investments—such as Bitcoin and Ethereum—held more than one year may provide a unique opportunity to leverage highly appreciated assets to achieve maximum impact with charitable giving. By donating cryptocurrency to charity, it can also unlock additional funds in two tax-smart ways. For more insights on contributing non-cash assets to charity, listen to the accompanying Giving with Impact podcast.

As families grow their investment function, the Chief Investment Officer (CIO) must provide insight and flexibility to serve varied and changing investment platforms. While much of the CIO’s role is focused on investments and the investment decision-making process, many CIO responsibilities aren’t investment-centric and will impact the long-term success of the investment strategy—and therefore the long-term success of the family office as it continually evolves to meet its mission, goals, and objectives.

By implementing proactive controls, organizations can minimize the chance of falling victim to a ransomware attack. This guide explores these eight leading cybersecurity practices, with critical steps to take and tips to incorporate into your approach: Know your environment Keep your data backups safe Implement a patch management program Build a security-aware culture Assess control and authentication Monitor, detect and respond Implement a ransomware recovery strategy Consider ransomware insurance

Though being (or becoming) “rich" would seem to be a universal quest, the mixed experiences of those born into, married into, or suddenly rich undermine the fantasy that “rich equals “happy.” Sometimes the guilt, shame, and the complexity of growing up with abundance can create unwanted family dynamics that strain family relationships. In this special educational webinar, Joline Godfrey (author of Raising Financially Fit Kids) joins Robin Petty at Hawthorn and dives deeper into the topic.

We all have family stories around money, some fun and harmless, others serious and impactful. They are the money stories that shape your financial personality. Knowing how to recognize your money story and its influence on your behavior is vital to your overall financial health and success. It is also key to building and maintaining financial harmony within families. When you know your money story and how it came about, it can empower you to better manage and control your personal finances.

Although business-owning families have foundational reasons for staying invested, most at some point will contemplate whether, when, and how to divest. By asking five key questions, a business owner's decision to hold a concentrated position or unwind all or a portion of the business can be made with greater confidence.

The polarizing and often misunderstood cryptoasset landscape has grown exponentially in recent years. While there are substantial risks associated with these young assets, they continue to grow in importance along with its blockchain technology. This paper reviews some of the space’s pressing issues, considers cryptoassets in a portfolio setting, and offers some considerations of different implementation options.

Successful strategic growth planning occurs when a company identifies opportunities for growth and then focuses its organization to be efficient and effective in the pursuit of those opportunities. Having proper preparation and governance is key to reach and sustain that success. This e-book will help jump start a company’s move towards that journey. It will also highlight the warning signs that can derail a strategic plan and show how companies can prepare to keep the plan on track.

It is no secret that family office operations are changing. To stay relevant, family offices must evolve—and they need technology that can support them in this evolution. Specifically, offices need a platform based on a single source of data, and they need a data model that uniquely accommodates the complexity of the family’s “world.” It is only with the right technology platform and infrastructure that family offices can reach their full potential and contribute the highest level of service to their families.

The onset of remote work and other needs in the family office space have accelerated the pace of growth and change. As a result, family offices are increasingly turning to technology to manage complexity, meet family expectations, and grow their wealth. Amid this change, three trends—including owning your data—will help in the selection of the right digital solutions and enable families to flourish now and into the future.