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Organizations are better when they seek to understand and attract, retain, and grow top talent. They are also better when they have a culture that appreciates diverse perspectives and backgrounds, is fair and has equal and equitable opportunity for all. With a focus on racial understanding and the opportunity to foster diversity, equity, and inclusion, this Courageous Conversation Guide provides the framework and questions for you and your organization to hold your own courageous conversation.

With the past two years as a backdrop, risk management and insurance for 2022 will be anything but simple. It will entail assessing vulnerabilities with regards to changes such as permanent work-from-home arrangements, increased exposure to extreme weather events, cybercrime, and various pandemic-related ripple effects. High net worth individuals and families will need to look at risk management and insurance in a whole new light: It’s no longer a commodity but an important part of protecting their lifestyle and future.

Manager selection is a critical component of success in any asset class, but particularly in private equity, where manager return dispersion is meaningfully wider than in public markets. Over time, the factors influencing private equity manager selection have become more complex. Investors should account for these changes but remain focused on key factors with a proven history of driving positive outcomes.

Inflation predictions are as challenging as ever, but current risks do appear skewed to the upside. Inflation specific hedges are available, but such tactical adjustments can prove costly (and not always effective). Over the last 40 plus years, equities have been a strong nominal performer even in periods of elevated inflation.

This handbook is designed to support families connected through wealth understand the importance and value of family meetings. It provides the concepts, tools, and resources with the intention of helping them optimize their family meetings and build towards a more cohesive, resilient, adaptive family.

Like any other objective, acquiring art is a goal that needs careful planning. To help make the art collector's experience more enjoyable and less risky, this checklist was developed for collectors to use to ensure they're investing wisely. Hear more from AXA XL’s Farzina Coladon, Underwriting Manager of Art, who offers advice on how new and even experienced art collectors can protect their investments by starting at the beginning. Having an awareness of the market and its pitfalls can mean the difference when it comes to building a collection to treasure.

When an irrevocable trust meets all of its goals, it is reflective of following the three essential checklists that focus on the people, the establishment of the trust, and the running of the trust. The ultimate payoff of a well-run irrevocable trust is that it helps you share your wealth with the people and organizations that are most important to you.

The way individuals are approaching philanthropy has evolved in recent years, with philanthropists taking the very best of the corporate world and adding more rigor and measurement to how they give back to social causes, reprioritizing how and where they invest, and going beyond financial contributions to direct both time and talent to their philanthropic endeavors. Against this backdrop, the emergence of the disruptive philanthropists comes to the forefront in this report to help you maximize your philanthropic impact.

The blockchain/crypto space continues to evolve at a blistering pace, with bitcoin reaching an all-time high of $65k in mid-April up from its $29k price at the beginning of 2021. The growth was fueled by a number of converging factors and game-changing developments in the crypto space. In addition to a crypto market update, this year-in-review report highlights the most common audit, tax, and advisory themes that are top-of-mind.

The crypto landscape is constantly shifting and blockchain’s real value is almost impossible to assess. Despite the skepticism and confusion, this might be one of the most intriguing social and financial experiments of our lifetime. We examine crypto through a venture capital investment lens where most of these endeavors will fail but a small number could be incredibly valuable and highly disruptive to traditional businesses.