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As family offices expand their technology footprint, cyberattacks are rising. Hackers continue to refine their approaches, but security controls and proactive planning can strengthen your family office cybersecurity defenses. Initially, focus on the key action items to validate your existing security setup and inform your plans to address any short...

Why do you and your family want to give? While it can be difficult to answer, defining and articulating a clear philanthropic purpose should be your north star. Designed to help take stock of your values and understand the passions and experiences that have shaped your family, this primer is the first in a series of seven about the Family Giving Li...

The form of your giving must follow the function you intend for your philanthropy. Explore the vehicles and structures available to you and how to determine which best supports your philanthropic goals. This primer is the second in a series of seven about the Family Giving Lifecycle by the National Center for Family Philanthropy, comprising of s...

Governance is the framework that helps you establish decision-making principles, policies, and practices. Understand the process and value of building a strong governance structure. This primer is the third in a series of seven about the Family Giving Lifecycle by the National Center for Family Philanthropy, comprising of seven inflection p...

How will you use your resources to achieve your philanthropic purpose? Learn how to consider the context in which you are operating, the role you want to play within that context, and what processes you need to implement to achieve those goals within your role. This primer is the fourth in a series of seven about the Family Giving Lifecycle...

Effective philanthropy is a process of continual learning. An assessment plan will help you define and measure the progress of your partners, your strategy, and the governance and operations of your social impact vehicles. Find out how to create a robust learning agenda and assessment plan. This primer is the fifth in a series of seve...

One of the critical considerations you and your family must define is how best to manage the operations of philanthropy. This primer is the sixth in a series of seven about the Family Giving Lifecycle by the National Center for Family Philanthropy, comprising of seven inflection points and orients donors toward effective outcomes at each stage...

What is the consequence of your philanthropy and who will steward future efforts? Legacy requires creating and implementing plans for donor intent, lifespan, continuity, and succession. Explore how to define and build your legacy and prepare for transitions. This primer is the seventh in a series of seven about the Family Giving Lifecycle b...

The pace of deal making was high in 2021, and it’s expected to continue in 2022. Looking forward, there are seven private equity trends that fund managers need to be aware of as they plan deals, develop, and execute value creation strategies and exit plans this year.

Too often, taxes are only thought of once or twice a year, but the reality is that an effective tax plan is considered year-round and on a multi-year basis. Tim Steffen, Baird’s Director of Tax Planning, shares his insights on common tax planning misconceptions, when and why to consider tax planning, and how to respond to legislative changes ...

No matter where you are in your life’s journey, there’s an element of risk to plan for to protect your assets. Blake Panosh, Baird’s Manager of Insurance & Annuities, covers common insurance planning misconceptions, as well as who should consider insurance planning and how to get started.

To help put 2021 in context and prepare for what 2022 has in store, we explore the investment themes and look at the prospects for continued inflation, tax changes out of Washington, the 2022 midterms, and much more.

Compound growth over time—uneroded by taxes—is key to amassing substantial wealth, and that’s where dynasty trusts come in. It’s designed to minimize taxes over multiple generations. When done correctly, dynasty trusts can leave an enduring and significant financial legacy for generations to come.

In this report, discover the emerging trends redefining the retail industry. With a deeper exploration into the changes that COVID-19 caused in commerce, it becomes clear that retail is at the forefront of a significant reimagination and primed for innovation. All this change, including the reintroduction of the omnichannel, has caught the attentio...

“Location, location, location” has long been the mantra of the real estate and, by extension, construction industries, but the global pandemic is upending how this philosophy has traditionally been interpreted. The effects of remote work, online shopping and the continued decline in business travel, among other phenomena caused by the p...