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Portfolio management for families of significant wealth is distinctly different than those with traditional wealth management needs. For these families, wealth typically exists in a much more complex ecosystem—among real estate investments, operating companies, or multiple generations, by way of example. These factors and other considerations are key to successful portfolio construction for private investors and wealthy families.

As a common form of investment governance, an investment committee (IC) plays a crucial function in the ability of families to define their financial objectives and formulate a strategy for a diversified portfolio. The IC also can be effective as a gatekeeper and to oversee the implementation of investments while providing critical input about the program on an ongoing basis. However, without careful planning and execution, it is not easy to unlock an IC’s potential and benefits.

For entrepreneurs who love running their businesses and intend to do so for a long time, succession planning can feel like a distant or irrelevant concern. However, every business owner will eventually decide that it’s time to make their exit—and it’s never too early to consider the optimal way to do so. Having a thoughtful plan in place can help protect the value of the business, ensure business continuity, and help carry on the owner’s original vision.

The Americas region is facing heightened levels of risk. With long-standing geopolitical relationships rapidly changing and growing economic uncertainty driven by shifting U.S. trade and economic policies, as many as 91% of executives in the region agreed that the global risk landscape is now more defined by crisis than at any time in recent memory.

When your child begins college, take a gap year program, or go study abroad, there are three important documents he or she should have in place that will allow you to help in the event of an emergency or other circumstances. These estate planning documents, including a HIPPA release, are not just for college-bound children. Every young adult over the age of 18 should consider having certain legal documents in place.

This mid-year addendum to the 2025 Commercial Property and Casualty Market Outlook updates the insurance market trends, summarizes current market conditions, and forecasts important developments that are starting to emerge.

In this episode of The Money Maze Podcast, NEPC's Michael Manning discusses the evolving role of investment consultants, highlighting how they help institutional investors navigate complex markets, build resilient portfolios, and make strategic, long-term decisions. The conversation explores whether these consultants are indispensable in an increasingly dynamic investment landscape.

In a time when disruption is the norm, business resilience has become a strategic imperative. Here are critical steps business owners and leaders can take to help identify vulnerabilities, bolster preparedness, and drive smart, sustainable growth.

When businesses reach the limitations of basic accounting solutions and outgrow their systems, there are often operational inefficiencies that drain resources and limit growth potential. What once worked perfectly now creates bottlenecks. Reports that should take minutes can require days of manual work. Teams operating in silos may be working with conflicting information. These growing pains aren’t just frustrating—they directly impact your bottom line and ability to scale.

Nonprofits are facing increasing budget and personnel uncertainty due to both a decline in donations and threats of cuts to government funding. As a result, volunteers will become even more important in helping nonprofits fulfill their missions. However, even the most well-intentioned and qualified volunteers can expose organizations and philanthropic families to legal, financial, and reputational risks—especially if the volunteers are placed in unsuitable roles or lack proper screening, training, and supervision.