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COVID-19 has pushed many healthy businesses into a distressed position where they find themselves needing to raise financing, restructure debt, or sell the business to survive. For private equity funds with dry powder—available cash—on hand, a strategic investment in those businesses are under consideration. However, an acquisition of a distressed business is often more challenging than a traditional Mergers and Acquisitions transaction from both a deal and tax perspective.

Layered beneath the difficulties of adapting to the challenges of the COVID environment, there are opportunities for family offices to capitalize on growth that line the path to sustained success. In this e-book of insights, learn how to help your family office move through the pandemic and thrive—from investment analysis and tax strategies to risk management and operational insights.

With the distinct possibility that the U.S. election can result in tax law changes, it’s time to reinforce a golden opportunity for tax and estate planning. In an environment of temporary high gift exemptions and other favorable conditions, it’s an ideal time to consider three strategies that can take advantage of them through various trust vehicles that includes gifts to grantor trusts, installment sales to dynasty trusts, and transferring assets to grantor retained annuity trusts (GRATS) and charitable lead annuity trusts (CLATS).

There is no avoiding the subject: COVID-19 has made it a tough period for many U.S. businesses. While a few sectors have benefitted from the pandemic, the vast majority are considering taking on additional debt or equity, selling off portions of the business, liquidating the business altogether, or declaring bankruptcy. This high-level overview provides business owners with some of the key topics and restructuring strategies they should be aware of.

Ahead of the U.S. presidential election, the Biden campaign has put forward four main tax policy changes worth analyzing, all of which involve an increase in taxes. What will it mean for portfolios and will it alter investors' decisions?

Against the backdrop of crisis and uncertainty, the 2020 U.S. presidential election presents key election issues pertaining to the economy. How will a potential Biden administration affect the economy and markets? An assessment of Biden’s proposed tax policies will show the expected impact. And if Trump wins, will it be the status quo and further refinement of the 2017 tax cut?

Ultimately, how well your wealth transfer plan fulfills your legacy and meets the needs of the next—and future—generations depends on whom you name as your trustee(s). This makes your trustee selection one of the most critical aspects of an already complex wealth planning process. To help navigate this selection process, work with a framework built around understanding your specific needs and selection criteria across three core fiduciary capabilities.

Can investors capture market returns and harvest tax losses amid periods of high volatility? Find out how the markets in 2020 and in 2008 provide guidance for beneficial tax management during a crisis.