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Both rollover equity and management-equity incentives have become increasingly common during the sale process of a business, especially when selling to a financial investor like private equity or a family office. As a result, owner-operators pursuing a liquidity event should become familiar with these incentives and five key concepts—including impact on business valuation and oversight—that can help keep them committed to the company’s success while aligning the long-term financial interests for the next sale.

Introduces why and how systems thinking can reshape impact investing strategy and practice. It outlines six key shifts—ranging from valuing broader perspectives and reimagining capital deployment to enhancing measurement for systematic impact—and offers practical strategies and real-world examples from organizations already applying these approaches.

This Playbook offers a flexible and practical set of tools to help investors and their advisors apply systems thinking to impact investing strategy, implementation, and measurement. Building on the Primer, it presents a curated collection of tools—diagnostics, worksheets, and planning materials—that can be used independently or in combination.

Driving offers freedom and flexibility, but it also comes with real risks—especially for younger generations facing higher accident rates, rising repair costs, and escalating premiums. This guide explains today’s auto insurance market in clear terms and outlines the types of coverage available, from liability and collision to comprehensive and gap insurance. It also offers practical steps for reducing risk, managing costs, and knowing when to update your policy.

This guide helps rising generations of legacy wealth navigate international travel with greater confidence and security. It highlights common risks faced abroad—from medical emergencies to theft of luxury items—and provides practical steps to mitigate them before and during a trip. Tailored for affluent families, this resource also covers insurance considerations, safety planning, and digital security, offering actionable checklists and resources.

Comprehensive changes to the U. S. Tax Code were made when the One Big Beautiful Bill Act (OBBB) was signed into law on July 4, 2025. Notably, the OBBB includes five provisions that have particular impact on single-family offices. With the OBBB declining to reinstate investment-related, miscellaneous itemized deductions, family offices should consider employing management company incentive structures to recoup the lost tax benefits. Family offices should also utilize the extended and expanded tax benefits for ultra-high-net-worth taxpayers.

For the next generation of wealth stewards, understanding home insurance is essential to protecting family properties and maintaining financial security. This guide explains key considerations for insuring high-value homes, from replacement cost coverage and liability limits to special risks such as natural disasters and household staff. It equips rising generations with the knowledge to identify coverage gaps, ask the right questions, and work with advisors to safeguard real estate assets as part of a broader wealth strategy.

Although CFOs’ optimism has risen, finance leaders are confronting the disruptive triumvirate of new tax legislation, persistent tariff volatility, and rising AI integration—while seeking meaningful, measurable outcomes. All at once, three things must be considered in a complex environment where transformational opportunity and uncertainty coexist. The takeaway is that holistic modeling is essential for businesses to determine the right tax strategy for their circumstances.

While many businesses are still maturing their sourcing strategies, several clear patterns have emerged amid a hybrid environment undergoing rapid change and strain. It’s a transformation that is playing out across five key areas: an evolving delivery ecosystem; a new partnership ethos; a shifting provider mindset; the growing role of procurement; and the rising complexity of deals as providers and buyers adapt to these fast-moving changes.

Shadow AI is no longer a fringe issue—it’s a mainstream reality inside most organizations. While the risks are real—ranging from security breaches to compliance failures—it also represents a powerful signal: Your workforce is ready, willing, and already experimenting with AI to solve real problems. Organizations that respond with rigid control will stifle innovation. Those that respond with clear strategy, empowered oversight, and curated choice will unlock AI’s full potential—safely and at scale.