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Family Wealth Advisors Insights
Bank of the West
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
New York State and City Raise Bar for Employers in Handling Sexual Harassment Allegations
Michael P. Wissa, Schiff Hardin
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
The 5 Questions To Ask Your Controller
Sage Intacct
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
Middle Market Businesses Refrain from Capex Investments Despite Tax Incentives
RSM US LLP
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 & Wealth
GenSpring | SunTrust Private Wealth
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
Protect Your Digital Assets with These Cybersecurity Best Practices
Plante Moran
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
Protecting Your Family from the Unexpected When Hiring Domestic Help
Warner Norcross & Judd
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
Flexible Operations: Six Ways to Drive Competitiveness, Profitability, and Growth
Dave Plomin, Plante Moran
Disruptors of all types—technologic, demographic, operational, and others—are radically transforming expectations and how organizations operate. The key to turning disruption into
Asset Protection: Why Advanced Planning and Action Are Essential for Preserving Wealth
Freeborn & Peters LLP
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
Five Things to Consider if a Buyer is Financing the Purchase of Your Business
Koley Jessen P.C.
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