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Managing your business and personal strategies can present several financial, managerial, and emotional complications during a time of uncertainty. No doubt the COVID-19 pandemic and social unrest are challenging the normal operating model and creating struggles. To help business owners tackle the issues they may be most concerned about, three 10-minute videos provide guidance on cashflow considerations for business and personal matters, future sale, and succession planning opportunities.

There is an increasing desire among families to work together to use their resources to solve social challenges. And while a variety of challenges can compromise the work, successful intergenerational giving strategies can foster an ongoing tradition of giving, make an impact on issues the family cares about, and deepen family relationships. In this podcast, learn about what contributes to these successful strategies.

With almost two million nonprofits in the U.S., including thousands of local community foundations, it can be overwhelming to know where to start to help during a COVID-19 pandemic. Four steps are provided to help you identify your giving priorities and guide your search for charities that are offering support and relief during this disaster.

Will the Vatican’s “clean and renewable” energy announcement impact fossil fuel investors? Learn more about the changes to Catholic investing, including how the three priniciples of doing no harm, active corporation participation, and positive strategies can address the market realities.

Staying informed on the latest legal case filing developments involving COVID-19 can help businesses make better, strategic business decisions during these challenging times. Through an in-depth research and analysis of case trends—including tracking cases filed in 2,613 state and 148 federal courts from March 1, 2020 to August 16, 2020—the nature of the cases that substantively involve COVID-19 claims indicate that insurance and contract claims are at the top, with employment, civil rights, and tort claims following.

Despite hard times for the broader economy, investors fared surprisingly well throughout the COVID-19 pandemic. What should they do now that the big R has arrived?

During COVID-19 it’s important that successful individuals and families know what their current day risks are and how they can be protected. In breaking down some of those risks—from preserving million-dollar art collections to mitigating cyber attacks and reviewing your insurance plan—you can implement a plan that adjusts to the new normal.

Dealing with COVID-19 remains an uphill slog. However, markets have demonstrated a mixture of confidence and belief. But a V-shaped recovery is not expected. For an investor, this means being realistic about return expectations while being aware of the long-term issues underpinning markets. Inside this report we look at the economic outlook as global economies try to get back on their feet. It is also a good time to understand why strategic asset allocation and ESG investment are central to the ascent.

Getting divorced is not only a highly emotional, it can also be complicated and challenging. Depending on your life stage, your family situation, and your life priorities, there will be different financial considerations. Whether you are financially savvy or have little experience in handling your finances, you will benefit from working through your many options with an experienced advisor. Tania Slade, National Director for Wealth Planning at BMO, shares tips to help you make better decisions during the divorce process.

Family offices have gone through a number of transformative changes, with COVID accelerating the impact of technology on every level. In this webcast, learn how family offices can take a holistic approach to building a technology ecosystem. Key topics discussed include: integrating technology into your family office; how to leverage technology to enhance opportunities for growth; how to take a holistic view of your office’s data; and ensuring your family office is effectively utilizing technology.