Industry Trends


Do I Need a Multi-Family Office?
Tolleson Wealth Management
Ever wonder if a multi-family office is right for you? In this podcast episode, Tolleson Wealth Management's President Richard Joyner answers that question. He also shares the trends he sees in
Capital Considerations Podcast: Wealth Management Industry Landscape
Wilmington Trust
With each challenge comes the opportunity to reevaluate and do better. This was evident in 2020 when the COVID pandemic brought about a sea change in the way business was done. In this episode, guest
Tax Policy Agenda Video Series
With so many priorities on the Biden administration’s tax policy agenda, the biggest question for businesses and individuals alike is: How will this impact me? Regardless of whether the
As Marijuana Becomes Mainstream, Challenges Remain for Employers
Marsh & McLennan Companies
While marijuana is still illegal under federal law, what was previously considered a forbidden substance is now part of the mainstream. As public policy evolves, risk professionals must stay abreast
Risk Resilience Report: Keys to Building a More Resilient Business
Marsh & McLennan Companies
The risk landscape has shifted, and one thing is clear: Organizations must be resilient. Whether an organization faces a sudden event that strikes with little warning, or a risk that emerges over
2021 FOX State of the Ultra-Wealth Business
Family Office Exchange
This is the report of findings of the 2021 FOX State of the Ultra-Wealth Business.The full report is only available to firms that participated in the study. If your firm participated, please contact
Legacy in Family Philanthropy: A Modern Framework
National Center for Family Philanthropy
Legacy is a fundamental consideration in the practice of effective family philanthropy. It should be embraced and considered regularly, done with intentionality that is born of values and is
Legacy in Family Philanthropy: A Modern Framework and Family Workbook
National Center for Family Philanthropy
Through interviews with dozen of donors, Legacy in Family Philanthropy: A Modern Framework, explores big concepts, such as how the ever-evolving idea of legacy relates to values-driven giving and a
Women in Business: A Window of Opportunity
Grant Thornton
The pandemic’s economic and social fallout have permanently impacted both the nature of the workplace and women’s opportunities within it. Working practices have become more flexible, new
Nota Bene Episode 125: What are Non-Fungible Tokens (NFTs) and Are They Here to Stay?
Sheppard, Mullin, Richter & Hampton LLP
When the artist Beeple sold a digital work of art for $69 million, it caught the world’s attention especially because that one-of-a-kind digital art was a non-fungible token (NFT). In this