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It is often thought that financial success comes with a certain level of financial freedom: the freedom to pursue passions, to take risks, to give back and to make an even bigger impact. In the 2018
The 2018 U.S. Trust Insights on Wealth and Worth® study asked nearly one thousand high-net-worth individuals about their approach to building wealth and the extent to which they are using it to
It’s not news that revenue is the key indicator of a company’s financial performance and health. What is news is the accounting rules around the recognition and reporting on that revenue is about to
Under the new ASC 606 revenue recognition standard, contracts are the basis of how organizations must recognize revenue. This places significant pressure on your accounting system and financial
A common question that a family often asks prior to building a family office is “What is a family office anyway and does my family actually need one?” The answer depends on the family
Today’s risk environment is more complex than ever before. Successful individuals, families, and family enterprises—including first-generation wealth makers and large, multi-generational
A New Cybersecurity Paradigm Without Usernames & PasswordsCybersecurity has become a rapidly evolving chess game. Authentication is one of the key pillars of cybersecurity, as are data integrity
Federal tax reform has potentially and perhaps unexpectedly increased the tax liability for families by destroying the deduction for investment expenses. However, the recent United States Tax Court
Performance reviews for staff members, often occurring either at the end of the year or on the anniversary of the staff member’s employment, are an important aspect of ongoing staff management
Succession planning for a family business inevitably requires planning for the transition of the management team. This transition presents several challenges, including dealing with non-family