Search Results

While investing isn't the same as war, Sun Tzu's advice on preparation is still applicable. In looking ahead and preparing for what can happen, a set of key themes and investment implications emerge around fractured politics in 2020, trade war and the unloved expansion, and efficacy of monetary policy and negative yields.

The U.S. Congress passed new tax law provisions in December 2019 that went into effect on January 1, 2020. Some of those laws involve important changes affecting individuals and tax-exempt organizations, including the SECURE Act that delays the IRA required minimum distributions from age 70-1/2 to 72, relaxing the 529 plan distributi...

This 15th edition of the World Economic Forum’s Global Risks Report comes as long-mounting, interconnected risks are being felt. This qualitative and quantitative study of global risks draws on feedback from nearly 800 global experts and decision-makers who were asked to rank their concerns in terms of likelihood and impact. It provides ...

For understandable reasons, the United States has adopted a series of laws designed to prevent U.S. taxpayers from taking advantage of foreign trusts as tax shelters from U.S. income taxation. The obvious application of these laws is when a U.S. citizen is attempting to transfer cash or income-producing assets to an offshore Trust. When dealing wit...

One of the many challenges facing wealthy families in today’s fast-paced society is the need to meaningfully involve family members, including the rising generation, in the management of the family wealth enterprise. One way to engage the family is through philanthropic giving where families can derive great benefit from working together to define ...

Although malware is predominantly delivered via email, the types of entry points continue to evolve, and many will not be caught by a family office firewall. So, it is crucial to build a first line of defense, and it starts with employee security awareness training, testing, and auditing. Mitigate the cybersecurity risks in the family office by dep...

The financial services sector was cited as one of the top industries likely to experience increase in deal activity in 2020, according to BDO’s US Private Capital Outlook. We take a deeper look at the trend in this episode of the Private Equity PErspectives Podcast. Todd Kinney speaks with Peter Nesvold, Chief Operating Officer, Financia...

For the first time, more than half of the CEOs surveyed believe the rate of global GDP growth will decline. This caution has translated into CEO’s low confidence in their own organization’s outlook. While this subdued outlook may cause concern, it is also not surprising. Shifting headlines around trade conflicts, climate change, politic...

In the tech industry, the calculus for risk versus innovation is starting to shift. Stakeholders don’t just expect new and exciting products and services, they want responsibility and governance. The good news is that the tech industry CFOs appear confident and ready to ride this new wave of social responsibility and market volatility.

Crafting a family story as part of your family history is essential in helping rising generations understand and embrace their roles in the family enterprise. For a family with a business, that story will enormously benefit the younger generations whether or not they are actively involved in running the family business. Understanding the roots of t...

For many wealth creators, amassing wealth took a lot of work, but passing down the knowledge and tools to the next generation for successful wealth transition can be an even bigger challenge. Wealth creators may not know how to start or know the best approach. Through an infographic and video, learn the best ways to pass down the knowledge and tool...

Chief Investment Officer, Shannon Saccocia, sits down with Ryan McQuilkin, Head of Fixed Income, and Nancy Perez, Senior Manager to discuss: (1) the outlook for 2020 since 2019 was a banner year for a balanced portfolio; (2) how the impending U.S. presidential election might impact consumer optimism; and (3) which sectors they are watching.

In this episode, learn about the top four cyber security threats to business owners. In a discussion that took place during the National Cyber Security Awareness month, Information Security Officer, Gilli Shaw, and Marketing Director, Jen Dowd, dig into the top risks and how to prevent them. They cover the controls you can put in place to prot...

What are the top four cyber security threats and how can you protect yourself? In this podcast, Information Security Officer, Gilli Shaw, and Marketing Director, Jen Dowd, dig into these risks. In their discussion, they cover the need to have antivirus on every device that connects to the Internet; the risk of Internet of Things and smart devices p...

In a perfect world, parents would have a well-thought-out plan for wealth transfer, explain their intentions, and help their heirs learn their roles and responsibilities. But life doesn’t always unfold in an orderly way to provide such a roadmap. Sometimes, inheritors may need to step in to play a more active role so they can empower themselv...