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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
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
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
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
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
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 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
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
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
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