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Traditional benchmarks don’t work for taxable investors seeking to put their after-tax performance in perspective. The solution are customized benchmarks, which means knowing how to calculate your own personal index. It’s not a simple task, but it’s essential for any manager who wants to look credible in the tax-management space, and it’s now more feasible with skillful deployment of technology.

Identity theft occurs when personal information about an individual is stolen and used typically for financial gain. Criminals can obtain personal information electronically through hacking or illegally purchasing information from the Deep Web/Dark Web. They can also obtain information through paper records that are not properly disposed of or securely stored.

If there were any lingering doubts about the necessity of digital transformation to business longevity, the coronavirus has silenced them. With rare exception, operating digitally is the only way to stay in business through mandated shutdowns and restricted activity. It’s go digital, or go dark. With the right approach, businesses can come out of the fray stronger, more agile, and more customer-centric than before. Crisis breeds ingenuity, and good ideas put into practice can propel any business to breakout performance.

Even when there's social distancing, family meetings are still important, maybe even more so to maintain family connectedness and sense of purpose. While connecting through technology can’t fully replace the experience of meeting in person as a family, you can make the experience more intimate. This report will help you organize and conduct a virtual family meeting. Just as successful in-person meetings require goal setting, agendas, and ground rules, virtual meetings benefit from similar planning.

A credit freeze is a free mechanism that allows you to restrict access to your credit report. Although there are limits to a credit freeze, it will generally prevent thieves from opening new accounts in your name because most creditors require a credit report before extending you credit. Learn how to initiate a credit freeze and restrict access to your credit report from future creditors.

The world has changed since COVID-19, and the most successful companies have and will continue to review their long-term strategy, competitive advantages, and organizational agility. This playbook provides a resilience agenda that outlines a sequence approach from immediate remediation to recovery to recharged and ready to thrive.

When an unforeseeable or disruptive event occurs—such as the COVID-19 pandemic—the transaction parties must look back at their real estate agreements and reassess their standing, rights, remedies, recourse, and relationships. To ensure good business judgment, the review on the provisions of your real estate contracts should include addressing the three common questions asked.

One question that is often asked when working with family offices is “What are families like mine doing”? The interest in the answers is even greater during periods of crisis, such as the COVID-19 pandemic. Some of the world’s best investors and wealth stewards share their thoughts and insights into the unique challenges facing family offices, including investment management and opportunities, tax and estate planning, responsible investing and philanthropy, and governance and operations.

Family business leaders face unique challenges during this global pandemic. In addition to the health and economic factors facing all businesses today, many family business leaders have close personal ties to their employees and communities, some going back for generations. Family business leaders can use this time to enhance communication and education within the family system, reinforce their family values, strengthen business resilience, and offer support to employees and their communities.

As the COVID-19 crisis has unfolded, our global health, economic, and market systems have been severely tested in a very short span of time. Even as we find ourselves in the midst of the implications, many thoughts are already geared toward what happens next … after the worst of this season’s coronavirus spread is under control. This report makes observations on the current situation and takes a look at what the possibilities of a “new normal” might look like, including summaries of key events and market volatility update.