Resource Search

In an illustrative, legal analysis on the ownership treatment of bitcoin under the U.S. State property law, the focus turns to California law for guidance on whether bitcoin ownership should be recognized as a property right. Although there are possible challenges to treating bitcoin as property, they do not undercut the legitimacy of such rights or create unmanageable enforcement issues.

If your boat is hauled out for winter storage, here are some suggestions on what to do before, during, and after the haulout. Each recommended step will help you ensure that your vessel will be ready for safe and reliable cruising again next year.

The more you have acquired, the higher your risk for litigious encounters. Your financial security could become severely compromised due to accidental events you may have thought were adequately covered. Excess liability insurance responds when the underlying liability limits of your various other policies have been exhausted. It is a critical, but often overlooked, component of your personal risk management portfolio. View the video below to learn more about excess liability insurance.

Ask a wealth management colleague to define “the cloud” and you are likely to get a vague response. Even among information technology experts, the term “cloud” may refer to different technologies that are only connected in a general sense. And despite the fact that cloud computing has quickly become the IT norm, the question remains: Is the cloud secure enough to support a wealth management firm’s critical company information and workflow? The truth is, not all clouds are equal, in infrastructure and in management.

Asset protection follows the continuum of life’s events, reflecting the changes that individuals, families, careers, businesses and wealth undergo. Within the wealth spectrum, a simple way of thinking about asset protection strategies is from lower risk and simpler tactics to higher risk and more complex and sophisticated tactics. This approach will cover everything from how assets are owned and titled to how they’re insured and protected against risk to how they can be held for efficient asset management.

Some 90 percent of adults over 65 prefer to “age in place,” and even the need for health or mobility assistance doesn’t change their desire to stay in their own homes. It raises issues not just for Baby Boomers, but for those who are responsible for their transitioning through the stages of aging. The “aging in place” trend has also brought with it significantly more options and risks on the continuum of care. Welcome to senior citizenship, 21st Century style.

Cybersecurity risk creates a vexing set of challenges for family offices, high net worth families and executives, who, like any other business, would be well-served to make cybersecurity an important part of their estate planning and asset protection strategies. If the family or executive is prominent, a host of other issues related to privacy and identity protection apply. While there is no simple solution to the growing risks posed by cybercrime, there are few steps family offices, high net worth families, and executives can take to minimize the cyber attacks.

As the benefits and capabilities of the Internet of Things (IoT) accrue, so does the amount of data that must be collected, managed, and integrated with connected devices—and by enterprises everywhere. It’s a challenge that demands a new kind of digital trust and data sharing tradeoffs. For more insights from this IoT series, see:

The Internet of Things (IoT) has inspired unprecedented cooperation and coordination for the businesses and industries interested in ensuring a sustainable future for themselves. From the lens of eleven case studies, see how the IoT revolution is transforming the world in which we live in. For more insights from this IoT series, see:

The rise of the connected objects known as the Internet of Things (IoT) will rival past technological marvels, such as the printing press, the steam engine, and electricity. As IoT solves problems that have plagued businesses for decades, it will also create entirely new dilemmas across all sectors and for all industries. Concerns over privacy, cybersecurity, and property and products liability will quickly become just as robust as the opportunities IoT presents.