Wealth Advisory Firm Practices


The COVID-19 Family Office Survival Guide
The unprecedented speed, intensity, and uncertainty of COVID-19 has created a host of new and complex challenges for wealthy families that are playing out across both financial and family dynamics.
Key Provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020
Gresham Partners
The COVID-19 crisis continues to disrupt everyday life. In response, the CARES Act of 2020 was signed into law in the U.S. to provide some relief. A summary of the key provisions in the CARES Act for
The CARES Act: Provisions that Affect Individuals and Families
Hemenway & Barnes
The CARES Act was signed into law on March 27, 2020. The Act provides relief to individuals and families in the form of direct payments, relaxed restrictions on retirement accounts and new guidelines
Coronavirus: Insurance Coverage for Business-Related Losses
Warner Norcross & Judd
Businesses are feeling the effects of the coronavirus and are wondering if some relief may be available from their insurance policies. Warner's Insurance Law practice group provides summaries of
Summary of the Coronavirus Aid, Relief, and Economic Security Act
Warner Norcross & Judd
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act ("CARES Act") was signed into law. The CARES Act provides emergency assistance to individuals, families, and
The Demise of Distance
Korn Ferry
Location, location, location. Across the world, companies are building innovation hubs and training and educational centers closer to their clients in a bid to cocreate and deliver new services in
Crisis Communication: Five Steps to Help Your Business Manage the COVID-19 Impact
Plante Moran
COVID-19, also known as the coronavirus, has caused unprecedented global disruption. Keeping your stakeholders informed with clear, consistent messaging is essential for risk mitigation, so be sure
Navigating the Black Swan
BKS Partners
The current COVID-19 crisis is a true black swan event that has arrived with great velocity and far reaching consequences.  In hindsight, risk managers and thought leaders have been warning of
Model Coronavirus Response Plan
Cozen O'Connor
When developing a model coronavirus response plan, there are three areas family businesses and family offices should consider. In addition, it is important to have an FAQ communication for
Leadership in an Outbreak
Korn Ferry
What started as a China-specific issue is spreading fast across the globe for one business after another. One estimate says organizations may lose up to $1.1 trillion before the COVID-19 tragedy