Wealth Advisory Firm Practices


Racial Equity Investing: The Time is Now
Cambridge Associates
In the wake of the COVID-19 pandemic alongside widespread protests after the deaths of George Floyd and others, there is a renewed sense of urgency around racial equity investing. By taking on three
New IRS Coordinated High Wealth Audit
Waller Lansden Dortch & Davis
The IRS is coming out of its silos. Between July 15 and September, the IRS will audit several hundred high-income individuals and one or more related entities, typically one or more pass-throughs.
Challenging the Conventional Wisdom of Manager Selection
Gresham Partners
Contrary to conventional “wisdom,” decisions regarding manager selection can impact performance as much as or more than decisions regarding asset allocation. Success in this manner
50-State Emergency Order Tracker: Roadmap to Restart
Foley & Lardner
As businesses navigate their way through the COVID-19 landscape that includes knowing how to handle complex legal and operational decisions, this roadmap provides details on effective dates
Challenging the Conventional Wisdom of Portfolio Construction
Gresham Partners
Investors should not design portfolios to survive markets on average, but rather to survive every day and, most importantly, the worst days. As Benjamin Graham said, “the essence of portfolio
Best Practices for Family Offices Working in a Remote Environment​
Four senior partners from Plante Moran’s family office services group discuss, in a round table format, the challenges faced by family offices working in a remote environment and the evolving
Securing the Remote Workforce in the Wake of the COVID-19 Global Health Crisis
Risk Strategies Company
As anticipated at the onset of the COVID-19 pandemic, there has been a significant uptick in cyber fraud. Cyber criminals are opportunistic and taking advantage of companies at their most vulnerable
Tax Planning for Challenging Times
Plante Moran
Businesses and taxpayers nationwide are continuing to adapt to the challenges posed by the COVID-19 pandemic and its impact on the economy. Times are tough—but that doesn’t mean there
The Future of Work: Five Predictions for Private Equity Firms
In an industry that relies on speed and innovation to close deals and drive returns for investors, the absence of face-to-face meetings amid the coronavirus pandemic is one reason the M&A
State of the Ultra-Wealth Advisory Business
The ultra-wealth business continues to perform well, but not without some growing pains. While advisors to families of wealth benefited from strong markets in 2019 they are experiencing costs rising