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Join renowned neuroscientist and author Lisa Genova, and William Blair’s head of Private Wealth Management, Ryan DeVore, as they explore preventative steps people can take to maintain brain health and navigate the challenges of Alzheimer’s and Dementia.

Being an entrepreneur provides the opportunity to express your creativity and values through the work you do and to have ownership over every stage of that process. It also means honing an almost superhuman ability to keep track of every stage of operations, business goals, and business needs, while also trying to live your purpose. As such, it is especially important to take time to understand what your goals are and how you want your business to express itself in the world.

Pressure is building for professional services firms to tackle industry trends head-on, including M&A strategy, technology adoption, tax considerations, and succession planning. Some are also rethinking fee structures and commoditizing service lines; others are restructuring their partnership agreements and expanding their global reach as part of improving their client experience and meeting expectations. Instead of simply reacting to megatrends, competitive organizations and future-focused firms are making changes.

In an uncertain economic environment, what can family offices do to bridge M&A valuation gaps with sellers? In this 10-minute interview with Brian Lucareli, Director of Foley Private Client Services and Arthur Vorbrodt, Co-chair of the Family Offices group, learn about the pros and cons of utilizing rollover equity, earnout payments, and/or a combination thereof, and how a family office may utilize these contingent consideration mechanics, as tools to bridge M&A transaction valuation gaps with sellers.

Understanding the nuances between retirement plans can be challenging. This Quick Reference Guide to Retirement Plans compares and contrasts features such as account establishment, account contributions, and accessibility.

By most measures, the start of the first quarter of 2025 painted a picture of positive economic momentum and optimism in the U.S. Growth remained solid. Unemployment hovered near 60-year lows. Real wages were rising. Corporate earnings were on track for double-digit growth. And then it turned from optimism to uncertainty to sheer panic with the Trump administration surprising markets with a sweeping set of tariffs. By quarter’s end, the tariffs have ignited fears of global trade war, surging inflation, and a material growth slowdown.

Effectively transitioning a business to the next generation of owners through a business succession plan that incorporates estate tax planning will result in the most value being retained by the owners and their families. Whether the business is entirely family owned or has unrelated owners, each scenario comes with its own complications but with considerable overlap in planning opportunities.

For many art collectors, the allure of acquiring and displaying art often overshadows the effort required to manage it properly and plan for its eventual disposition. After all, upon death, you can’t take it with you. Estate planning for art collectors involves navigating a complex landscape of valuation, tax, and management issues. Without a strategic approach, the beauty hanging on your walls might be at risk of becoming entangled in tax and legal concerns. So, it’s time to master the art of estate planning so your collection remains a source of pride and prosperity for generations.

As the days grow longer and temperatures rise, spring presents an opportune moment to address home maintenance checks after a long winter season. This checklist will help you prepare your home, cottage, or vacation home for warmer weather, including the potential impact of spring rains, snowmelt, and the hurricane season. Take this opportunity to assess your options and backup plans, ensuring readiness to tackle the challenges the spring season can bring.

At every stage, a Family Office needs the right team, governance, and processes in place to continue growing. With this Family Office Maturity Model that identifies the five different stages—embedded, early stage, developed, professionalized, and mature—you can assess areas for improvement and determine the right steps to progress. By understanding these stages, you will be in a better position to make informed decisions about governance, operations, and team development for your Family Office.