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3 Questions to Ask Your Insurance Broker Before Completing a Merger or Acquisition
Joanne Censullo, Risk Strategies Company
When a company is acquired, the buyer takes on new risks and exposure. In today’s M&A marketplace, EBITDA multiples are at peak levels. With valuations so high, it’s more important
2019 Mid-Year Outlook: Navigating an Extended Cycle
BNY Mellon Wealth Management
All the major asset classes have delivered solid returns so far this year, even in the face of intensifying geopolitical tensions and slowing global growth. Looking at the second half of the
Tax Consequences of U.S. Investments for Non-U.S. Citizens
Northern Trust
If you are a global family and are considering an investment in the United States, you may have questions about the U.S. tax rules. Through a series of 10 key questions, answers are provided to help
U.S. Labor Market – How Low Can Unemployment Go?
Asset Consulting Group
Millions of new jobs have been created since 2010, with unemployment close to its lowest level since the late 60s. Though the U.S. has experienced one of the longest economic expansions ever, wage
Women and Wealth Series, Parts 1 - 4
Ascent Private Capital Management
While the scale and pace of women’s wealth ownership may be growing at unprecedented rates, the culture around wealth and money decisions is deeply embedded in history that includes
Portfolio Reserve Activation
Northern Trust
For most goals driven wealth management clients, meeting annual lifestyle needs is the top priority. This core lifestyle goal is funded by a dynamic asset allocation of risk-control assets within the
Wealth Planning With Art
Northern Trust
Art collections are unique and very personal assets. Planning to build and maintain a collection and ensuring its future requires balancing special rules applied to collectibles and the personal and
IPOs Ready to Launch
Asset Consulting Group
Most companies begin life small and take on private investors as a means of enhancing growth through capital buildout or expanding marketing efforts. If successful, founders of the company or newer
Geopolitical Tensions on the Rise
Bruce D. Simon, Ballentine Partners
The latest escalation in tensions between the U.S. and Iran, caused by an alleged Iranian attack on an oil tanker in the volatile Strait of Hormuz, adds to a growing list of geopolitical hotspots
The ABC of Family Partnerships
NEPC
In order to simplify the wealth structure and investment vehicle, many high-net-worth families collectively pool the assets of individual family members to form a legal partnership entity. The