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The Wharton research has found that the ultra-high-net-worth (UHNW) individuals want their financial advisors to make tangible assets and risk assessment part of their advisory services. In this
With possible tax law changes on the horizon, it can feel daunting to make any moves before knowing the outcome. But year-end is still a good time to get your financial house in order and fine-tune
In today’s environment, one of the greatest threats to all businesses is the loss of intellectual property, financial resources, and reputation caused unintentionally by trusted insiders. For
The crypto landscape is constantly shifting and blockchain’s real value is almost impossible to assess. Despite the skepticism and confusion, this might be one of the most intriguing social and
For parents with young children going to school, it is important to know that their schools have a strong and effective security program. The schools that invest the necessary time and resources into
If you’re not sure what direct indexing means, you’re not alone. While the name may be new, the strategy isn’t. Get a quick primer on how this method of investing works, what its
From the five billion records that cybercriminals exposed in 2019 to the 42% of teens across 25 countries having a problem with their parents posting about them on social media in 2020, it is clear
The House Budget Committee released a third version of H.R. 5376 (the Build Back Better Act) on November 3, 2021. This draft increases the state and local tax deduction, brings back many of the
The House Budget Committee released a version of H.R. 5376 (the Build Back Better Act), which eliminated many of the previously proposed tax increases that would have impacted individuals. However,
As global interest in environmental, social, and governance (ESG) issues continues to grow, so does its importance to family offices. Key trends and insights outlined in this special report stand to