As the world becomes more digitally connected, cybersecurity risks will keep rising. The larger your digital footprint, the greater your cyber risk. With this self-defense guide and best practices by William Blair & Company, you can safeguard your online identity and protect yourself against the loss of personal data and assets.
When it is time to activate your philanthropy strategy, your approach should be informed by the trends that are shaping the charitable giving landscape. By understanding and embracing new trends and the role philanthropy plays as a tool for positive change, families and nonprofits can strengthen their philanthropic programs and legacies for generat...
Enhancing the impact that you and your family can have in supporting causes near to your hearts also requires more than just generosity and good intentions. It takes careful planning and an in-depth understanding of the various vehicles that can be used to facilitate your charitable gifts and the tax laws related to those gifts. Beginning with thre...
Losing a loved one can be very difficult. Yet, as an executor, spouse, or family member, you need to take steps to ensure that your loved one's financial affairs are properly settled as part of the family’s end-of-life planning. To help with the process, this step-by-step guide outlines the key tasks, including selecting an executor, considering th...
ESG factors can be hard to quantify in frontier markets, but a quantitative approach with a qualitative overlay may help uncover attractive opportunities. For the transcript of this video, select the Download option.
Many investors think frontier markets are too risky, but strategically overweighting these markets in an emerging markets debt portfolio could offer higher return potential. For the transcript of this video, select the Download option.
Building and managing a portfolio is a continual process that involves numerous decisions. But none of those decisions is more important than how to allocate your wealth across different asset classes. By developing and implementing an asset allocation strategy that fits your particular goals and situation, you can achieve meaningful diversifi...
Families with significant resources are increasingly turning to formalized family offices to creatively deploy and manage their capital. As leaders of family-owned businesses look to unlock generational wealth stemming from a liquidity event, they might wonder whether a family office is the right next step—and if so, how such an office might work i...
For leaders of founder-owned companies, simply making the decision to sell or bring in an outside investor can be anxiety inducing. The transaction process itself is often filled with apprehensive moments—arguably none more so than the potential of sensitive information leaking. This primer helps business owners understand how to avoid leaks, how t...
Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts. To make the most of your charitable gifts and achieving high-impact philanthropy, take the time at year-end and during the year to review these giving strategies that include different ways to give, knowing a...
Leaders of founder-owned businesses embarking on a liquidity event often have never been through a sale process or conducted a formal capital raise. It’s a complex process—so they often turn to outside advisors for guidance. In preparation for it, consider the questions advisors are likely to ask, as well as which questions might produce the best p...
Several years on from the pandemic, the global economy is still wrestling with the repercussions. While investors will hope for the best in 2024, macro analyst Richard de Chazal examines the resiliency of the markets against a crowded backdrop of Fed policy uncertainty, inflation, bond market and economic dynamics, and other factors each of which w...
Leaders of founder-owned businesses likely know that the buyer universe essentially breaks down into two main categories—strategic buyers, who focus on synergies and operational integration, and financial sponsors, who emphasize cash flow generation and growth potential in the underlying market. For any founder-owner looking for an optimal outcome ...
Effective pre-liquidity planning is always important for a business owner considering a business sale, exit, or other transaction. But several recent and upcoming developments—related to estate laws, small-business tax exemptions, residency trends, philanthropic endeavors, and high interest rates—make 2024 a uniquely challenging year. This article ...
The past year has ended up being far more resilient to many of the prevailing economic headwinds than we had feared it might be. The shifting consumption patterns, structurally tight labor market, and strong private sector balance sheets with debt that has been locked in at low rates have helped boost consumption and moderate inflationary pressures...