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What is the value of financial advice? This question is of utmost importance to financial advisors, investors, and the finance industry in general. By putting a number on the value of their advice,
Charitable giving is an important goal for many investors. Although any form can be beneficial, proper planning of the when, what, and how can help maximize the donor’s philanthropic as well as
The threat of recession is real as the global economy remains at a critical juncture. In the U.S. and Europe, inflation is at a multidecade high. Since the start of the year, the Federal Reserve has
Ransomware is one of several common cybersecurity risks companies face today. In addition to being a victim of a cyber attack, these companies may become the target of lawsuits alleging a variety of
Many business owners worry about how their success and wealth will impact their loved ones and the next generation. The fear behind it can hinder the ability of future generations to build on
In the dealmaking environment, the general aviation sector has been resilient through the pandemic. The sector's rebound that started in the second half of 2020 portends good things for it
In the age of accelerated changes across many aspects of society, six greatest disruptive forces and trends are reshaping the philanthropic landscape. By understanding those catalytic
Professional staff is an essential element of an effective family philanthropy effort; however, it can be a difficult construct to navigate. In this special webcast and conversation, learn how
Under the Tax Cuts and Jobs Act of 2017, the federal estate tax exemption was temporarily doubled through December 31, 2025. Effective January 1, 2026, the exemption limits are scheduled to be
To develop an effective succession plan for your personal collections and tangible assets—including art, fine jewelry, wine, and antiques—you must understand their monetary value.