While businesses can minimize costs and maximize the use of existing resources for their project management, there is also a high risk of the project ending in partial or total failure. However, businesses can more than double their odds of achieving a successful outcome when they engage in third-party program and project management (PPM) and organizational change management (OCM) professionals. By taking that approach, this guide provides insights and resources on the value and benefits of PPM and OCM solutions.
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The Integration of Artificial Intelligence (AI) into business strategies has become a pivotal step for organizations that are aiming to create or maintain a competitive edge. And making the right AI vendor selection will be critical toward that end. With this AI governance playbook, learn how you can evaluate AI vendors to ensure that the chosen provider not only prioritizes the company’s strategic goals but also offers a significant return on investment, while protecting data and complying with regulatory standards.
The new spending and U.S. tax law known as the One Big Beautiful Bill Act (OBBBA), which was signed into law on July 4, 2025, keeps individual tax rates and important deductions in place, with significant tweaks. Outlined and summarized in this chart, taxpayers can explore the individual provisions and compare the OBBBA changes with the former tax law. Note the new areas of long-term certainty and plan around it.
With the passing of the One Big Beautiful Bill Act (the BBB), there are both risks and tax planning opportunities. In this 10-minute interview, Brian Lucareli, director of Foley Private Client Services and co-chair of the Family Offices group, sits down with Jason Kohout, partner and fellow co-chair, to discuss the BBB. During this session, Jason focused on the estate gift tax exemptions and other planning opportunities.
The presence of mega trends in our industry illustrates how the UHNW family's perspective on their wealth, time and needs have dramatically shifted. We will share these fundamental changes and why mega trends matter in our industry. David Toth, President, Membership, FOX
With rising geo-political uncertainty and conflict, Basil Mohr-Elzeki will be discussing how Americans are diversifying with portfolios of alternative residencies and citizenships by investing in different jurisdictions – including key considerations when advising families navigate through this topic. Basil will be also sharing wealth migration trends and statistics outlining popular areas chosen by the affluent. Basil Mohr-Elzeki, Managing Partner, Henley & Partners Hans Juerg Raez, Executive Director, Vontobel
Structured as a budget reconciliation package to circumvent traditional filibuster requirements, the One Big Beautiful Bill Act (the BBB) has passed. The extraordinary breadth and ambition of this package make it one of the most consequential pieces of legislation in recent U.S. congressional history. With its expansive scope spanning 870 pages, this landmark legislation will impact virtually every industry and household in the U.S. through significant policy shifts, funding reallocations, and regulatory changes.
In most states when a child turns 18, he or she is legally recognized as an adult. And without having certain legal documents in place such as a durable power of attorney for healthcare, parents may lose their ability to fully support and care for their college-age children in the event of a medical emergency or other circumstances. By knowing which documents should be executed, parents and their adult children can avoid the restrictions of various privacy laws that can prevent timely care.
In this episode of The Money Maze Podcast, NEPC's Michael Manning discusses the evolving role of investment consultants, highlighting how they help institutional investors navigate complex markets, build resilient portfolios, and make strategic, long-term decisions. The conversation explores whether these consultants are indispensable in an increasingly dynamic investment landscape.
Through 2048, an estimated $124 trillion in wealth is expected to pass from older to younger generations in the U.S. Additionally, $50 trillion will pass laterally to surviving spouses, the large majority of whom will be women, before making its way down to children. Known as the Great Wealth Transfer, it comes with responsibility for both the owners and inheritors of wealth. Here, five steps are outlined to help you and your family prepare for the change that also represents a shift in power with younger generations stepping into their financial strength.