Industry Trends


Triage Tax Planning in the US: Adapting to an Uncertain Tax Bill
Cambridge Associates
The Build Back Better Act recently introduced in the US House of Representatives includes many tax provisions that would significantly impact US taxpayers. However, any major bill’s road from
Building a Successful Family Office: Top 10 Questions to Answer
Creating a family office and sustaining its success starts with a thorough assessment of your family’s priorities, objectives, and capabilities. Whether your family is considering forming a
Family Offices and Tax Changes: Considerations from the House Proposal
Family offices anticipating a variety of tax law changes now have more details to consider. How would the tax law changes proposed by the House Ways & Means Committee affect family offices and
Tax Law Changes Are Coming Soon
BMO Family Office
The proposed Build Back America Act, a $1.85 trillion social-policy and climate framework, is working its way through Congress. While the notable prior proposals were absent, the current legislation
Risk Tops Concerns as Private Equity Races to Close Deals
Drivers of the deal flow—from exits to succession planning to anticipated capital gains tax increases—are higher across the board, signaling a voracity for deals. At the same time, fund
Ready, Willing and Interested—Or Not? Canadian Family Business Transition Intentions
The big wealth transition is now underway, with ownership of more than 60% of family enterprise expected to be handed off within the next decade. With the input of business owners and Family
Family Office Market Trends
Family offices can be complex, requiring forward thinking and collaboration on a variety of initiatives. Learn more about family office market trends that may impact your organization and key
SVB State of the Markets, Q3 2021: Inside Views on the Health and Productivity of the Innovation Economy
Silicon Valley Bank
The innovation economy continues its record-breaking performance despite ongoing challenges posed by the COVID-19 pandemic. Venture fundraising, investment, and exits are all on pace to shatter last
Mastering a Comeback: How Family Businesses Are Triumphing Over COVID-19
Are family businesses really more resilient, agile, and adaptable than other business types? And, if so, have they been able to tackle the challenges of COVID-19 better than most and, perhaps,
2021 BDO Fall Board Pulse Survey: Actions Speak Louder Than Words
As an uncertain business environment persists, board directors face multiple obstacles: new regulatory changes, issues related to globalization and digital acceleration, the rise of environmental,