Industry Trends


Family Office Connections Podcast: Human Capital, Compensation, and Staffing Insights
Boston Private
In this episode, two executive search professionals talk about the state of the family office industry during a pandemic and best practices in family office human capital management. They share their
The Future of Work: Five Predictions for Private Equity Firms
In an industry that relies on speed and innovation to close deals and drive returns for investors, the absence of face-to-face meetings amid the coronavirus pandemic is one reason the M&A
The Psychology of Wealth in Taxing Times
BKD CPAs & Advisors
Effectively adapting to adjustments in economic culture and wealth is often difficult and requires families to balance past tradition with the need to move forward. Internationally-recognized family
COVID-19 Risks Outlook: A Preliminary Mapping and Its Implications
Marsh & McLennan Companies
When nearly 350 senior risk professionals were asked to identify their biggest concerns over the next 18 months for both the world and their business, they listed economic distress as their top
A Retrospective of eDiscovery, Privacy, and Cybersecurity in 2019
Warner Norcross & Judd
Attorneys from Warner’s Cybersecurity and Privacy practice group and eDiscovery practice group provide their review of 2019’s new laws, biggest cases and most significant data breaches,
Strengthening Family Communication and Education
Abbot Downing
For most families, a large part of multigenerational success hinges on how they approach challenges—some beyond their control—and create opportunities. In these unprecedented times of
The War on Retirement Plan Fees: Is Anyone Safe?
Chubb Personal Risk Services
Almost every employer that sponsors a retirement plan should be concerned about potential liability for a type of exposure known as excessive fee claims. Historically filed against only the largest
2020 Shareholder Meeting Agenda
U.S. Capital markets are facing pressures from significant societal shifts as the novel coronavirus pandemic continues to spread across the globe. For boards and stakeholders charged with governance
The Resilience Playbook: From Recession to Recovery and Beyond
Every business is at a different stage in their journey through the COVID-19 crisis. Some are very focused on weathering the storm through an economic downturn. Other businesses remained fairly
Panel: Capital Allocation in Complex Family Enterprises During a Crisis
One question that is often asked when working with family offices is “What are families like mine doing”? The interest in the answers is even greater during periods of crisis, such as the