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How to Plan for Succession: Paving the Way for Continued Prosperity
BDO
Succession will happen—it’s a matter of when, not if—so families should approach it with strategic forethought, flexibility, and responsiveness to ensure a smooth, successful
Meaningful Moments in Financial Parenting
Hawthorn, PNC Family Wealth
Building children’s resilience requires lifelong learning. In this webcast, Alexandre Monnier and Joline Godfrey discuss the opportunities—and challenges—of financial parenting in
Prize Philanthropy: Benefits, Challenges, and Winning Approaches
Rockefeller Philanthropy Advisors
Prizes have long been used to recognize achievement and advance innovation and effective solutions. In recent years, prize philanthropy, the use of monetary prizes to recognize achievements or drive
Fear is the Return-Killer
Marquette Associates
Anxieties brought on by periods of turmoil can cause individuals to forsake rational thinking and act impulsively, usually to their own detriment. This phenomenon often manifests itself in equity
Why Real Estate Private Equity Firms Outsource Back Office Resources
BPM
Today, private equity real estate funds need innovative accounting technology to develop real-time insights and make financial decisions quickly. Having access to a team with dedicated Enterprise
Is Inflation Around the Corner?
Parametric
Haunted by double-digit inflation of the past, some fear the U.S. economy is poised for runaway inflation. Some above-trend inflation is to be expected as the economy begins to open up more broadly.
How to Elevate Female Role Models in Your Family Story
Ascent Private Capital Management of U.S. Bank
Despite the leadership and great influence of the women who have shaped their family legacies, including the silent legacy of Louise Carnegie, their contributions have been missing or minimized in
Going Beyond Preserving a Collection—the Private Operating Foundation
The Erskine Company
Even when there is a financial gift to sufficiently endow an art collection today, there is no certainty that the endowment will be able to fund the charity indefinitely into the future. When there
The American Rescue Plan Act's Effect on FFCRA and COBRA
Greensfelder, Hemker & Gale, P.C.
Among its many provisions, the American Rescue Plan COVID relief addresses paid sick and family leave under the Families First Coronavirus Response Act (FFCRA) and makes temporary but significant
Tax Technology for Investment Partnerships
RSM US
Tax technology has been missing for a long time for many partnerships, most notably investment partnerships. There has been an increasing demand from fund CFOs for much more timely tax reporting, and