Wealth Advisory Firm Practices


Executive Year-End Tax Planning: Your Questions Answered
Northern Trust
Year-end planning presents abundant opportunity to consider and optimize tax strategies. For the executives who have faced tremendous demand to lead companies through dynamic shifts during a year of
The Materiality of the “S” in “ESG”
Brown Advisory
The environmental, social, and governance (ESG) research among institutional investors has historically focused mostly on the “E” and the “G,” leaving social issues as
Performance and Sustainable Investing: You Can Have it Both Ways
Brown Advisory
Investing sustainably does not mean sacrificing returns. In fact, the opposite is true across many different asset classes. A closer look shows how investments in private equity, public equity,
Global Digital Trust Insights Survey 2021
PwC Private Company Services
Just decades after coming out from under IT’s wing, the cybersecurity profession has matured. Armed with the insight and foresight that only experience and wisdom can provide, cyber stands at a
Attorney-Client Privilege in Ownership Disputes: Illinois Corporations and Other Jurisdictions
Schiff Hardin
Solving disputes among business partners and owners in a privately held business can quickly become complicated matters that end up calling for access to an LLC or corporation’s privileged
Attorney-Client Privilege in Illinois Ownership Disputes: Accessing Privileged Documents
Schiff Hardin
Business divorces are often messy. The reasons vary—personality-driven disputes, disagreements over business direction, or timing and distribution of earnings. When majority owners seek advice
Attorney-Client Privilege in Illinois Ownership Disputes: Protecting Privileged Documents
Schiff Hardin
Those with ownership stakes in privately held businesses, partnerships, or family offices need to closely collaborate with and trust others. But when there is a disagreement or dispute, it can create
Reopening and Readjusting: Preparing for a Diagnosis or Resurgence in the Coming Months
Schiff Hardin
Many companies were caught off-guard in the spring when diagnoses of COVID-19 multiplied rapidly and forced businesses to close or drastically change their policies with little warning. Now companies
Reopening and Readjusting: Communicating COVID-19 Policies to All Stakeholders
Schiff Hardin
There are policy changes and new procedures that companies—including family offices—should consider when reopening amid the COVID-19 pandemic, particularly given the increase in cases in
Reopening and Readjusting: What Businesses Should Be Thinking About
Schiff Hardin
Business closures have been immensely difficult for companies of all sizes during the COVID-19 pandemic. But reopening is proving difficult, too, especially given the ever-changing nature of the