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Professional Services Playbook: Megatrends and Questions to Consider in an Evolving Industry
Plante Moran
Professional services firms are under immense pressure to innovate, accelerate digital transformation, and meet stakeholder demands. From transparent ESG reporting to investments in new technologies
What Would an Economic Downturn Mean for Technology M&A Activity?
Foley & Lardner
No one can predict the lasting effects of an economic downturn for certain and whether tech M&A activity will ebb or flow. However, current economic conditions present the ideal buyer's M
2022 Compensation and Benefits Survey Highlights
Join FOX and our partner Grant Thornton as we explore the findings from our research on the current state of compensation and benefits in the family office space. This year’s surveys focused on Board
FinCEN Issues Final Rule on Beneficial Ownership Reporting Under the Corporate Transparency Act
Perkins Coie
On September 29, 2022, the Department of the Treasury’s Financial Crimes Enforcement Network (“FinCEN”) issued its Final Rule implementing the beneficial ownership information 
Final Rules Implementing the Corporate Transparency Act and their Effect on Trusts, Family Offices, and Private Trust Companies
Waller Lansden Dortch & Davis
On September 30, 2022, the Department of the Treasury issued final rules addressing the scope of the reporting requirements for beneficial ownership and control of entities provided under the
Global Macro Matters: Getting Inside the Fed's Head
The Vanguard Group
The threat of recession is real as the global economy remains at a critical juncture. In the U.S. and Europe, inflation is at a multidecade high. Since the start of the year, the Federal Reserve has
Why General Aviation and M&A Activity for Fixed Base Operators Remain in a Strong Position
William Blair & Company
In the dealmaking environment, the general aviation sector has been resilient through the pandemic. The sector's rebound that started in the second half of 2020 portends good things for it
Exploring The PTC’s Effect on Lender Structure and the Family Office Exemption
The family PTC is an evolving and essential strategy that contributes to long-term financial and family enterprise success. Join us for this in-depth discussion on how a private trust company that
Recession or Not, Family Businesses Benefit from These Strategic and Tactical Tips
Baker Tilly
Many family-owned businesses feel like a recession has started already, due to rising material and energy costs, continued labor shortages coupled with wage increases, and other factors. Whether
California Attorney General Announces First CCPA Enforcement Action
Foley & Lardner
On August 24, 2022, the California Attorney announced a settlement with Sephora, Inc. that included a fine of $1.2 million for alleged violations of the California Consumer Privacy Act (CCPA).