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There is great responsibility when serving the ultra-high net worth clients, especially those who are concerned about preserving a family legacy and the successful transfer of their wealth and/or
Both New York State and New York City have recently passed a series of laws that significantly increased the protections against sexual harassment in the workplace. These laws outline additional and
As the office of the controller becomes ever more strategic—creating higher levels of financial visibility to help drive growth and profitability—the financial organization’s
In order to sustain their businesses for the long term, successful business owners tend to be thoughtful in their investments. They act like chess masters, deciding their next five moves in order to
Women continue to make great strides in wealth. However, the general theme in the latest research on women and wealth has revealed that women are still restricted by their own lack of confidence. It
If you are looking for steps you can take to improve your data loss protection, then look no further. These cybersecurity best practices will help you stay a step ahead of hackers and can keep your
Hiring domestic staff such as nannies, personal assistants, and housekeepers can expose you to liability issues and danger from unscrupulous employees. It is important to understand your areas of
Disruptors of all types—technologic, demographic, operational, and others—are radically transforming expectations and how organizations operate. The key to turning disruption into
Wealth may be structured to either protect assets or make them harder to reach by creditors. While fraudulent conveyance with respect to existing claims is an unavoidable risk, steps should be taken
Transactions for the purchase and sale of businesses are rarely all cash deals. No matter the transaction structure, the use of financing to consummate the purchase creates a new dimension and layers