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Just because a small business or startup makes it beyond its initial launch phase and sees some early commercial success doesn’t mean its challenges are over. In this podcast, learn about three important topics—including key metrics in the early growth stages—for business leaders buying into startups, creating value over time, and what happens when you’re ready to get out.

Even if you are not yet ready to share the family's wealth numbers, communicating your intentions to the next generations promotes family harmony and is a best practice for successfully sustaining and transferring family wealth. It may also be time to schedule a family meeting for this purpose. There is no right way to conduct this meeting, but there are factors to consider when planning the meeting, including providing possible agenda items for a variety of ages and knowledge levels.

A family vision statement is rooted in shared values, interests, and goals. Written with a sense of purpose, your statement becomes your guiding principles for the rules and actions of your family members. In this webcast, learn why most successful families develop a shared vision for their future together on the family journey, how they go about it, and what impact it has on their well-being and family relations.

Investors should tread carefully with SPACs (special purpose acquisition companies), as costs and dilution post-merger may be larger than those borne via traditional IPOs. SPACs are like IPOs in that that they raise capital to take companies public. They are also referred to as “blank check companies” and are like a mystery box—investors won’t know what it eventually holds until it finds a suitable target company. Learn more about SPACs here in this investment strategy update.

While there are many items family offices should look for in technology solutions, one vital component is reporting capabilities. For family offices considering a move to Sage Intacct, there are five reporting advantages you can count on to help deliver the data and transparency that are important to the family members.

By measuring the reopening of the economy using a combination of high-frequency indicators to measure the return to more normal spending and employment, see which industries have prospered and are faring well. A deeper dive in the Consumption Sub-Index, which indicates overall consumption appears to have regained its pre-pandemic highs. There could also be opportunities for investors in real estate.

As startup companies in the cloud, internet, and technology industry grow, they must balance resources between innovating products and services and building their businesses. The BPM Business Ownership Transition sat down with the San Francisco Business Times to discuss the nuts and bolts of value creation for startups. Listen in for more about the implications of business structures, the policies and legal agreements to implement early, and the accounting best practices for both personal and business finances.

There are nascent signs of inflation beginning to percolate within the U.S. economy, driven by higher input prices and supply shortages. Pent-up pandemic savings could become an inflationary force once the economy more-fully opens and offers opportunities for spending. The Fed has grown the monetary base materially and has emphasized a willingness to tolerate inflation persistently within the 2.0% to 2.5% range. How will real estate and equities perform in an environment of modestly rising inflation?

Taking affirmative steps to move one’s property and connections out of their old home is critical to avoiding undesired consequences, such as dual domicile treatment or taxation by another state. This checklist identifies primary and secondary factors that should be considered when establishing domicile in a new state for income tax purposes.

Cybercriminals have migrated their attacks from larger businesses and hardened targets to private wealth clients and family offices, where the defenses are low or non-existent. In this webcast, hear from Dr. Chris Pierson, CEO of BLACKCLOAK, a Concierge Cybersecurity & Privacy Protection Platform that represents private wealth and family offices in their digital lives. Chris discusses the top five threats that are facing private wealth/family office clients, the controls or defenses that can mitigate these, and how to protect your privacy.