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The Value of Personalized Advice
The Vanguard Group
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: Three Elements of a Successful Plan
The Vanguard Group
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
Global Macro Matters: Getting Inside the Fed's Head
The Vanguard Group
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
Practical Strategies to Combat Common Cybersecurity Threats and Mitigate Risk
Foley & Lardner
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
Secrets of Successful Business-Owning Families
Northern Trust
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
Why General Aviation and M&A Activity for Fixed Base Operators Remain in a Strong Position
William Blair & Company
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
Philanthropy in the Age of Constant Disruption
William Blair & Company
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
Fundamentals of Family Philanthropy: Staffing for Success
National Center for Family Philanthropy
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
Federal Estate & Gift Tax Projected Exemption Amounts
Waller Lansden Dortch & Davis
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
Ten Minute Interview: Estate Planning for Personal Collections
Foley & Lardner
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.