Should I Hire an Investment Bank to Sell My Business
Northern Trust
When selling your business, choosing the right team of advisors can make or break the deal. Some business owners may question whether to hire an investment bank to help with the transaction—
Protecting Wealth in Turbulent Times: Risk Management Strategies for Affluent Families
HUB International Personal Insurance
Wealthy families have always faced complex risk management issues, but it is particularly challenging when facing soaring inflation, regulatory uncertainty, rising cybercrime rates, and increasingly
ESG Investing: Aligning Your Values with Investment Opportunities
BMO Family Office
When it comes to investing with environmental, social, and governance (ESG) concerns in mind, there’s the aim to help foster positive change in the world through the lens of one’s
Tax Innovation Guide
With the accelerated pace of technology advancements in addition to tax policy changes that require tax teams to synthesize immense amounts of data, tax departments must fully embrace
Open Enrollment 2024: Health Savings Accounts
Plante Moran
Employers who sponsor high deductible health plans (HDHPs) that are compatible with health savings accounts (HSAs) should take the opportunity to explain how they work during open enrollment. Through
2023 U.S. Family Business Survey
The notion of how to build trust in business is changing—fundamentally and rapidly. Due to powerful demographic shifts, most of today’s customers and employees hail from generations
Entrepreneur’s Guide to Building Wealth
Northern Trust
While entrepreneurs are intently focused on building their businesses, they may have less time to spend on building, sustaining, and distributing their wealth. Given the importance of early wealth
Climate Disclosures Playbook
Marsh McLennan Agency Private Client Services
With climate disclosures like TCFD (the Task Force on Climate-related Financial Disclosures) being mandated across the globe, it’s time for risk management professionals to prepare for it. This
Diversification is No Free Lunch
Gresham Partners
Over the last few decades, the lackluster performance of traditional active managers has fueled the rise of “closet indexing.” For some, this trend, and the related systemic
Legal Document Checklist for Children Heading to College
Gresham Partners
Generally, parents lose access to their child’s health and financial information once the child becomes a legal adult at the age of 18 unless certain steps are taken. To